SIPP HMRC notifications

šŸ’” Feature suggestions & ideas
1

It doesnā€™t appear that I can get notifications when HMRC tax relief is added into my SIPP account. I see it listed in the history when it occurs, but it seems to be up to me to realise that I have that extra cash arrive in my account.

It tells me periodically about the 1p interest that I receive, but I care more about knowing that Ā£25 in tax relief has arrived so that I can invest it.

I realise that there are settings to enable/disable the other notifications, but I donā€™t see one for tax relief.

To make the back end programming easier, I would be happy having the Earned Interest setting include this.

2

A notification would definitely be a start.

Iā€™d really like to see a way to set up an AutoInvest instruction for when Tax Relief arrives.

Ideally, there would be a daily check to see if there are any Available Funds in the account, and then allocate whatever is there in a pre-instructed way - i.e. ā€˜Leave Cash Balance of xā€™, ā€˜Allocate 20% to Dividends Pieā€™, ā€˜Allocate 50% to Growth Pieā€™ etc.