TEST REDIRECT - iPensions Group

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Thank you for selecting this document. However you can now make this application or instruction online on our dedicated adviser portal, the digital solution that keeps you informed and efficient when it comes to administering your clients’ SIPP.

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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

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.

Important Literature

Key Features Document

Terms of Business

Investment Guidelines

Fee Schedule

Understanding DB Transfers

The Adviser SIPP Application

I am an Adviser

We have moved these forms online, please login to the Adviser portal to complete:

New Business Application

Additional Transfer

Additional Contributions

Pension Commencement Pension Lump Sum (PCLS)

Uncrystallised Funds Pension Lump Sum (UFPLS)

Flexi Access Income Including Full Surrender

Capped Drawdown Income

Update Address

Adviser Login

I am a Member

Updating details online is hassle free and secure, though if you wish to download, fill, sign and email us your details, please find the forms below.

PCLS Request Form

UFPLS Request Form

Flexi Access Income Request Form

Flexi Access Income Full Surrender

Capped Drawdown Income Request

Additional Contributions

Additional Transfers

Transfer out request – UK Registered Scheme

Transfer out request – Overseas Pension Scheme

As a member of our pension scheme, you can keep your details up to date via your secure portal account. If you do not already have an account, please contact us.

Expression of Wishes and Nomination

Change of Adviser

Change of Bank Account

Change of Address and Contact Details

Member Login

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.