Adviser Portal draft - iPensions Group

The Adviser Portal

Our dedicated adviser portal is the digital solution that keeps you informed and efficient when it comes to administering your clients’ SIPP. Built on the latest technology and backed by an award-winning support team, the portal gives you 24/7 access to client information and online applications.

Let’s get started

Please log in to the adviser portal using your previously provided user details. If you would like to register your interest in accessing the portal, speak to our team today.

Adviser Login

What makes us different?

Here at iPensions Group, a strong focus on our practices, people, products and technology, as well as continuous improvement and innovation is what sets us apart. Our bespoke technology platform enables you to access and manage your client information 24 hours a day while our helpful team is on-hand with personable support and information.

Everything you need in one place.

Generate bank statements, see valuations, analyse the breakdown of assets and your clients’ cash position at all times. Stay informed and submit new applications within minutes and track progress. Submit dealing instructions – including buy and sell trades whilst supporting member approval all the way along the journey.

Efficient and simple to use.

Save time with electronic signatures and online SIPP applications. Digital due diligence is hardwired into the portal, ensuring an efficient compliance validation process for new client applications. Manage day-to-day administration with less reliance on emails, phone calls or paper-based processes.

All the information at your fingertips.

Access the portal 24/7 from anywhere in the world to view up-to-date client information and submit applications. Login to get access to what you need, when you need it. Submit change of adviser requests fully online through the portal, removing the need for manual forms and email submissions.

Get in touch to set up

“There is no way we could have done this with any other company. This is the very reason why I will only choose iPensions Group for my business.” – Adviser Testimonial

Adviser Portal Features

The Adviser Portal gives you secure, 24/7 access to client and scheme information, which means you can manage day-to-day administration much more efficiently and with far less reliance on emails, phone calls or paper-based processes. These processes include:

Submit dealing instructions online, including buy and sell trades. The process is fully digital, supports member approval as part of the journey, and can accommodate dual authorisation where required. This means instructions move through much quicker while maintaining a clear and auditable approval trail.
Retirement option requests can now be submitted digitally, removing the need for forms and back-and-forth queries. The journey is designed to capture all required information up front, with automated communications where member approval or e-signature is needed, which really helps reduce delays and improves transparency.
Online new business applications – Advisers can submit applications online and track progress through key stages.
Change of adviser request – Advisers are able to amend the named adviser assigned to their existing clients directly within the portal, making it much quicker and easier to keep adviser records accurate and up to date without administrative delays.

Register your interest

If you are looking to find out more about our award-winning offering and our technology enhanced solutions, contact our team below.

Contact our team