SIPPs Online allows financial advisers to produce new business illustrations (accumulation and decumulation) and applications. It is intuitive and follows common practice of secure online sites.
There are two levels of access to SIPPs Online:
- for illustrations only, advisers can self-register online
- to produce applications, advisers need to ‘request account upgrade’.
If you already have clients with us, we recommend you skip registration and call your usual client manager on their direct dial (or 0844 443 0100) to request account upgrade for full access.
Request account upgrade
If you have not done so before, two documents need completing on behalf of your firm:
