Expression of Wishes and Death Beneficiaries Guide

You can record beneficiaries on the portal- the default displays Death Beneficiaries Required – but you can untick this if you wish to complete these details at a later stage.  Best practice is to complete as part of the Account Opening Journey if possible:

You arrive at the mid-point of the Application Journey-  where you can produce the Illustration -  ahead of the Death Beneficiary data capture screen so you can get to that point and save the in-progress application- before then returning to it when you have Death Beneficiary information available.

One or multiple beneficiaries can be captured. Use Add New to provide details of additional beneficiaries:

Only one scenario can be recorded in the Portal i.e. 50% to each child. Complex wishes are covered in the next section.

More complex, conditional scenarios should be captured via our Expression of Wishes PDF Form- using the Knowledge Base ‘Expression Of Wish’ article for guidance: Helpdesk : Hubwise Customer Services

You can amend and/or add to Beneficiary information in the Portal once the SIPP Account has been opened, using ‘Maintain Beneficiaries’ in the All-Account Actions (double cog icon) dropdown:

Complete and click ‘Apply Changes’:

If you are changing Beneficiary information where the previous Allocation was 100% you will firstly need to reduce the Allocation to allow for the ‘Add Beneficiary’ Option to be displayed and selected.

You must end up with 100% Allocation for the system to allow and apply the changes:

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