New to @sipp
Welcome! Getting started is easy. Here's everything you need to know about becoming an adviser partner.
Getting started
Four simple steps to becoming an @sipp adviser partner.
Get in touch
Contact our team or your local BDM to discuss your requirements and how we can work together.
Complete onboarding
We'll set up your adviser account, provide login details, and walk you through our systems.
Meet your BDM
Your regional Business Development Manager will arrange an introductory meeting.
Start submitting cases
Access our portal to submit applications and manage your clients' pensions.
What you get
As an @sipp adviser partner, you'll have access to all the tools, support, and resources you need to serve your clients effectively.
No hoops to jump through
We make it easy to work with @sipp. There are no minimum business volumes, complex application processes, or ongoing commitments required.
Whether you have one case a year or hundreds, you'll receive the same high level of service and support.
Simply get in touch, complete a straightforward onboarding process, and you're ready to go.
Training & development
We invest in your knowledge and skills to help you serve your clients better.
Product Training
Comprehensive training on our SIPP and SSAS products, features, and processes.
Technical Seminars
Regular CPD-accredited seminars on pension legislation and technical topics.
Portal Training
Full training on using our adviser portal and online submission tools.
BDM Support
One-to-one support from your BDM on specific cases or client situations.
Webinars
Online learning sessions you can access at your convenience.
Resource Library
Access to guides, factsheets, and technical materials.
Ready to get started?
Get in touch with our team to discuss becoming an adviser partner, or find your local BDM.