Member Portal draft - iPensions Group

The Member Portal

Our dedicated member portal is the digital solution that keeps you informed and efficient when it comes to administering your SIPP. Built on the latest technology and backed by an award-winning support team, the portal gives you round-the-clock access to your client information.

Let’s get started

Please log in to the member portal using your previously created user details.

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. Flexible and dynamic, our personable service provided by our excellent people, processes and systems creates the conditions clients can rely on.

Everything you need in one place.

View bank statements, see up to date valuations and view scheme details. Keep your address, contact and bank details up to date securely. Update your nominated beneficiaries directly through the portal, including adding, editing, or removing details, reducing the need for manual forms and delays.

Efficient and simple to use.

The Member Portal provides you secure, 24/7 access to pension information. It’s designed to be simple, accessible and to reduce the need for paper forms for routine updates. This gives you better visibility over your pension activity, including things like transfers received and benefits paid.

All the information at your fingertips.

Access the portal 24/7 from anywhere in the world to view up-to-date scheme information and track progress. Login to get access to what you need, when you need it. All completed through a secure digital process, fully online through the portal, removing the need for manual forms and email submissions.

Member Portal Features

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

Submit change of address requests online and keep your personal details current, including updating contact information where needed.
You can also update your nominated beneficiaries directly through the portal, including adding, editing, or removing details. This makes it much easier for you to keep records aligned with your current wishes.
Request updates to your bank account details for the payment of benefits. This is completed through a secure digital process, designed to capture all required information upfront and reduce the need for manual forms.
The portal also provides access to up-to-date valuations and allows you to view bank statements showing scheme transactions. This gives you better visibility over their pension activity, including things like transfers received and benefits paid.

We are here to help!

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

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