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The Platform SIPP

Flexible and dynamic

Led by a team of highly experienced and technical people and the use of smart technologies, The Platform SIPP allows you and your clients to consolidate their pensions into a single online managed SIPP. It provides transparency, control and a wide choice of investments at a competitive price allowing you to meet your clients’ retirement needs.

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

Supporting advisers:

  • 24/7 online access to manage and monitor your clients’ Platform SIPP portfolio, invested in-line with their needs
  • Extensive range of over 2,500 investments, from many of the leading investment houses
  • Ability to research and create personalised portfolios for your clients
  • A simple and clear fee structure with all fees fully disclosed upfront
  • Online direct dealing on the platform, with no dealing fees
  • Available to UK and non-UK residents

Helping clients:

  • 24/7 access to their SIPP investment portfolios, online and in a secure manner
  • Offering a wide choice of investment strategies and options to meet their retirement needs throughout the life journey
  • Clear and transparent fee structures, helping deliver better outcomes
  • Available wherever your clients are and plan to retire

Investment Options

  • Funds
  • Investment Trusts
  • Exchange Traded Funds
  • Structured products
  • Cash & Deposit Accounts

Product literature and forms

Key Features Document

Terms of Business

Fee Schedule

Understanding DB Transfers

The Platform SIPP Application

PCLS Request Form

UFPLS Request Form

Flexi Access Income Request Form

Flexi Access Income Full Surrender

Capped Drawdown Income Request

Additional Transfers

Additional Contributions

Change of Adviser

Change of Bank Account

Change of Address and Contact Details

Expression of Wishes and Nomination

Transfer out request – UK Registered Scheme

Transfer out request – Overseas Pension Scheme

Time to get started

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

CONTACT US TODAY
iPensions Group

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iPensions Group, Second Floor, Marshall House,

2 Park Avenue, Sale, United Kingdom, M33 6HE

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This website is intended for use by professional advisers.

iPensions Group Limited is registered in England and Wales with Company Number
03683070 whose registered office is at 2nd Floor Marshall House, 2 Park Avenue, Sale M33 6HE.
Authorised and regulated by the Financial Conduct Authority, Licence Number 464521.

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