Regular Contribution Guide

1. Enter the customer's account reference and search
2. Via the summary page which you land on, access the customers Pension Pre account
3. Select Contributions from Actions area on the right hand side of the page.
4. Select Add regular contribution from Actions on the right hand side of the page. This is where the expectation needs to be submitted.

Client regular payment

On the Contributions and advice charges screen:

1. Tick the Client regular payment.

2. Fill in the payment details

    a. Net Regular Payment - When you type the NET amount the total including     tax relief will automatically update confirming the Gross income.

    b. Frequency of Payments - This can be set up as Monthly, Quarterly,     Half- Yearly or Annually.

    c. First collection date - The regular payment can be set up for the 1^st, 7^th, 14^th,     21^st or 28^th or the month. The payment cannot be set up within the next 10 days.

    d. Employment status (if employed enter Employer name and Occupation).

    e. Origin of funds for this investment

    f. Current income before tax

    g. Bank Details - When selecting the bank account if there are no bank details     set up or the required bank account is not set up you will need to select Add     another bank account. In the pop up box input the bank details. If the bank     account is to be used to withdrawals aswell you will need to tick the box     Nominated for withdrawals before selecting Continue.

 

Employer regular payment

On the Contributions and advice charges screen:

3. Tick the Employer regular payment.

4. Fill in the payment details

    a. Employer Name

    b. Gross Regular Payment Amount

    c. Frequency of Payments - This can be set up as Monthly, Quarterly,     Half- Yearly or Annually.

    d. First collection date - The regular payment can be set up for the 1^st, 7^th, 14^th,     21^st or 28^th or the month. The payment cannot be set up within the next 10 days.

    e. Employment status - enter Employer name and Occupation.

    f. Origin of funds for this investment

    g. Current income before tax

    h. Bank Details - When selecting the bank account if there are no bank details     set up or the required bank account is not set up you will need to select Add     another bank account. In the pop up box input the bank details then select     continue.

    i. Select the collection source

    j. Add the employers address

If you have agreed to take a charge per contribution you will need to Complete this section of the page then select Continue to proceed to the next page.

If no charge has been agreed you can select continue.

You now need to decide how you want the regular contribution to be invested.

If you want the contribution to stay in cash, you can skip this step and go straight to Continue

 

Pick new investments

1. Search for the model portfolios, funds or exchange-traded assets using Quick Add or using Detailed Search and the model or fund name or SEDOL/ISIN codes

2. When you find an investment you want to add to the contribution application, click the tick box next to the name

3. Once you've ticked all the investments you want, click Continue

 

Keep existing investments

1.  Select Use Existing Assets if you want to mirror the investments the customer is already invested in.

2. Click Continue

3. Confirm the regular contribution details

 

On the Regular contribution summary page:

1. Check all the details are correct

2. Complete the Client Declaration at the bottom of the page

3. Once all of the above has been completed select Confirm.

 

Once the regular contribution is confirmed. You will be presented with a Confirmation screen which confirms 'Your order has been submitted'.

1. Access the customers Investment Portfolio or ISA Portfolio
2. Enter the customer's account reference and search
3. Via the summary page which you land on, access the customers ISA Portfolio or Investment Portfolio that you wish to set up the regular contribution on.
4. Select Contributions from Actions area on the right hand side of the page.
5. Select Add regular contribution from Actions on the right hand side of the page. This is where the expectation needs to be submitted.

Client regular payment

On the Contributions and advice charges screen:

1. Tick the Client regular payment.

2. Fill in the payment details

    a. Regular Payment

    b.  Frequency of Payments - This can be set up as Monthly, Quarterly,     Half- Yearly or Annually.

    c.  First collection date - The regular payment can be set up for the 1^st, 7^th, 14^th,     21^st or 28^th or the month. The payment cannot be set up within the next 10 days.

    d.  Employment status (if employed enter Employer name and Occupation).

    e. Origin of funds for this investment

    f. Current income before tax

    g. Bank Details - When selecting the bank account if there are no bank details     set up or the required bank account is not set up you will need to select Add     another bank account. In the pop up box input the bank details. If the bank     account is to be used to withdrawals aswell you will need to tick the box     Nominated for withdrawals before selecting Continue.

If you have agreed to take a charge per contribution you will need to Complete this section of the page then select Continue to proceed to the next page.

If no charge has been agreed you can select continue.

You now need to decide how you want the regular contribution to be invested.

If you want the contribution to stay in cash, you can skip this step and go straight to Continue

 

Pick new investments

1. Search for the model portfolios, funds or exchange-traded assets using Quick Add or using Detailed Search and the model or fund name or SEDOL/ISIN codes

2. When you find an investment you want to add to the contribution application, click the tick box next to the name

3. Once you've ticked all the investments you want, click Continue

 

Keep existing investments

1. Select Use Existing Assets if you want to mirror the investments the customer is already invested in.

2. Click Continue

3. Confirm the regular contribution details

 

On the Regular contribution summary page:

1. Check all the details are correct

2. Complete the Client Declaration at the bottom of the page

3. Once all of the above has been completed select Confirm.

 

Once the regular contribution is confirmed. You will be presented with a Confirmation screen which confirms Your order has been submitted.