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 round the clock 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.

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 advisers to access and manage their 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.

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.

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.

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.