New Schemes

When establishing a pension scheme for a member there are a number of steps to the process.  Many of these steps are undertaken on the portal.   This article contains the following documents:

1. Application Form_SS&C Hubwise SIPP  – this will be available when you are unable to process this via the portal or require a member to fill out the form as part of your internal processes.
2. Key Features_SS&C Hubwise SIPP
3. FAQ_SS&C Hubwise SIPP
4. Expression of wish_SS&C Hubwise SIPP – this will be completed if the member has a request that can not be met via the online as they have additional circumstances that need to be documented within the expression of wish. Further information on Expresssion of Wishes can be seen in the Expression of Wish article on Knowledgebase.