Register for our online services for self-invested policies

If you register you could do a lot of things more easily without having to call us. Watch a 1 minute video to see what you could do and how to get started.

To watch, just click on the video image (you'll be taken to a separate landing page where the video will be shown).

Or to download a handy one page transcript, click here

1. Sign up to our SIPP electronic access terms
   Your firm will need to complete an agreement specifically for online access to self-invested policies – download it here.
   
   

2. Send us your details
   Just click on the button below to email it to us, together with your registration details and we’ll get you all set up within 5 business days:

• Full name and title (Miss, Ms, Mrs, Mr, etc.)
• Your role
• Company name, phone number and address
• FCA number
• Your work email address for online services