Online all the time

First sent 01 March 2019

We’re changing the way you can deal online with an independent SIPP operator. The Your Future SIPP portal will have more digital functionality than anything we’ve offered before. You and your clients will benefit from a modern, functional portal that’s completely responsive for desktop, tablet and mobile.

For a complete demonstration simply watch the walk-through videos.

The Your Future SIPP portal will allow you to:

  • See an overview of all your clients
  • Create, amend and store illustrations
  • Set and request your fees
  • Send and receive secure messages
  • Drill down into plan level analysis for:
    • Contribution history
    • Transfers In
    • Income payments history
  • Manage cash between SIPP and nominated investment accounts

Our portal is available for Your Future SIPP. Existing products will be migrated across in due course. You can already illustrate and apply online. To arrange a demonstration and find out more about the delivery of our digital services please speak to your local Business development manager.

Find your local Business Development Manager.

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