How do I set up an expression of wish (EOW) for a client and where can I see that this has been noted?

1. From the homepage, search for the relevant client.

2. Select the relevant account from the client’s dashboard.

3. Select Pension details on the righthand side of the screen (this is next to the performance details percentages).

4. Click Edit and scroll down to Beneficiaries and Expression of Wish.

5. If no beneficiaries are there, change the answer to the question “Do you want to set up an expression of wish?” to yes.

6. Click on “Add Primary Beneficiary”.

7. Complete the fields as required, adding 100% to the Proportion box. The address field for a beneficiary is optional; if you do not know the current address, or do not wish to divulge it, you can leave it blank.

8. If you want to add additional primary beneficiaries, repeat steps 6 & 7, amending the proportion box to ensure it adds to 100% total each time.

9. When you have completed entering all beneficiaries click Update.

10. If you want to add a cascading expression of wish, click edit next to the Pension Details option on the page and scroll down to the list of primary beneficiaries.

11. Next to the beneficiaries, you have a box titled “Add Secondary Beneficiary”.  Click on this and a text box will appear.  This allows you to enter the required purpose of the cascade, such as “in the event that my aforementioned beneficiary no longer required the proceeds, please consider my son and daughter in equal proportions”.

12. Then complete the details section for the secondary beneficiaries, adding all of the individuals one at a time and click update when you have finished the exercise. The address field for a beneficiary is optional; if you do not know the current address, or do not wish to divulge it, you can leave it blank.

13. To view the noted expression of wish in future – select Pension details.