To add a regular contribution, follow these steps:
- Go to the client and next to the tax wrapper click on Quick actions > Add regular payment
- Confirm if advice has been given
- Add the contribution value, payment frequency, start date and bank account
- Complete the next steps in the process
Setting up the Direct Debit
Direct Debit gives the client the option to take payments direct from their bank account. To allow us to do this we require sight of the original direct debit instruction.
New Direct Debit
This can be posted to us or uploaded to the Request Centre. We will apply new Direct Debit instructions within 10 working days with the first payment collected no sooner than 5-10 working days after applied. You can also complete an online Direct Debit but only if the client is present at the point the bank details are entered.
How to add and/or verify bank account for Direct Debit payments
If your client has already submitted a Direct Debit instruction but this has not been used within 12 months please call our Client Engagement Hub on 0345 279 1001 who will reinstate the Direct Debit within 48 hours.
Can I amend or cancel a payment?
You can cancel or edit any active payments as long as we’re not in the process of collecting / receiving the payment.- To cancel a payment go to Clients > Product name > Payments in - cancel option
- To edit the regular payment go to Clients > Quick actions > Edit regular payment
Once you have made the required amendments / cancellation, please call us on 0345 279 1001 to speak with our agents to confirm.
