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
Cash & Deposit Accounts

Product literature and forms

Advisers Only

Forms found below must only be used if you are an Adviser.

Important literature

Key Features Document

Terms of Business

Fee Schedule

Understanding DB Transfers

Adviser portal features

It’s quick and easy to complete applications, submit instructions and make updates online. Please log in to the secure Adviser Portal to access the features below

New Business Application

Additional Transfer

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

Forms available to download

Please download the relevant form below, fill, sign and email them to our team at sipp@ipensionsgroup.com

Change of Adviser

Change of Bank Account

Additional Contributions

Investment Risk Profile

Transfer out request – UK Registered Scheme

Transfer out request – Overseas Pension Scheme

Members Area

Platform SIPP is an adviser led product, if you do not have an appointed adviser please contact our team who will be happy to help and provide support.

Important literature

Key Features Document

Terms of Business

Fee Schedule

Understanding DB Transfers

Member portal features

You can keep your details up to date via your secure portal account. If you do not already have an account, please email us at sipp@ipensionsgroup.com

Update Address

Update contact details

Expression of Wishes and Nomination

Member Login

Forms available to Advisers

Please contact your Adviser to complete the following requests. If you do not have an appointed Adviser please contact a member of our team at sipp@ipensionsgroup.com for support

Additional Transfer

Additional Contributions

Change of Bank Account

Change of Adviser

Investment Risk Profile

Pension Commencement Lump Sum (PCLS)

Uncrystallised Funds Pension Lump Sum (UFPLS)

Flexi Access Income including Full Surrender

Capped Drawdown Income

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.