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The content of this site is aimed at financial advisers only. Click here for the customer site.

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  • Self-invested policies at your fingertips

  • Online services - self-invested

    Save time and access your clients' self-invested policies straight from your device, 24/7.

    These online services are for Retirement Wealth Account self-invested policies only. We also offer separate online services for non self-invested policies.

  • Why use online services (self-invested)?

    Watch our 1 minute video demo and let us show you:


    • what you can do
    • how to get started

    Just click on the play button on the right to see the video, or download a one page transcript here.


    If you've not yet registered, why not do it now? Just click on the button below to get started. 
  • Couple-at-PC

    What can you do online?

    Once registered, you can do all this 24/7:

    • Check policy values - get your clients’ latest policy values in an instant.
    • Check cash balances - quickly check there’s enough cash to meet income payments and fees.
    • Review investments – get your clients’ latest portfolio split, and see the value of individual holdings, unit prices and more.
    • Check drawdown balances –  see how much is left in accumulation or crystallised across schemes.
    • Check policy details are up to date – check we have up to date personal and banking details for your clients.
    • Download policy documents - get key recent documentation: illustrations, SMPIs and contract notes from 31 October 2019 onwards.

    Watch our 3 minute video to see how.

    Watch video

     

  • How to get the most out of SIPP online services

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    Watch a 3 minute demo video

    See how to do the top 6 adviser tasks online.

    Watch video demo
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    Take a look through our user guide

    Your complete step-by-step guide to SIPP online services.

    Download here
  • Man-texting

    Not yet registered - why not do it now?

    It's easy to register - just click the button below to get started.

      Register now

    • Got a query?

      Call us on 0345 671 5507 or email our dedicated team. We're here to help 8.30am to 5.30pm, Monday to Friday.

      We may record calls for training and monitoring purposes and to improve our services.

      Please note that whilst we're happy to receive emails from you, it isn't safe to include personal or policy information in any email you send us as your message could be intercepted.