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Barnett Waddingham
0333 11 11 222

SIPPs online

We believe that our primary focus is to deliver a high quality service to every SIPP member and their financial adviser. When we deliver it online, we do so via our secure portal, SIPPs Online.

Sometimes a high quality service is best delivered by a person, which is why everyone has a dedicated client manager. However, many things can be delivered better online, which is why we have SIPPs Online.

Getting started

  • Sign up works differently for advisers compared to members.
  • If you are an adviser, this is what you need to know before you start to illustrate and apply for clients online.
  • Members receive sign up instructions as part of us processing a SIPP application.

Flexible SIPP

Zones for advisers and members

There are separate zones for advisers and members. While members have everything in one zone, advisers can see information relating to themselves in their adviser zone and the detail relating to each of their clients in the individual’s member zone.

Secure online delivery and storage

Delivering and storing documents such as annual statements in SIPPs Online is fast and much more convenient than sending encrypted files by email.

Online cash account statements

A live view of transactions and downloadable cash statements are available.

Contribution data available online

You can select the period for which you want data and see what contributions have been made.

Check your SIPP contributions online

Change of address

You can also notify us of a change of address, which follows a multi-point process for security. 

Further developments

SIPPs Online is a key area of focus. Planned developments include providing information on transfers in, investment valuations and adviser payments and allowing users to set notification preferences.

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