Online Support
Our adviser portal gives you 24/7 access to manage your clients' pensions, track cases, and access the tools you need.
The @sipp Adviser Portal
Our online portal is designed to make managing your clients' pensions as easy as possible. Submit applications, track progress, and access everything you need in one place.
The portal is available 24/7, so you can work whenever suits you - whether that's checking case status at 9am or uploading documents at 9pm.
Portal Preview
A partnership, not a platform
The portal doesn't replace the close, trusted relationship you have with the @sipp team. Your dedicated contacts are still a phone call away, and nothing about how we work together changes.
What it does is give you and your clients the modern, self-service tools that people have come to expect — real-time case tracking, secure document handling, and instant notifications — so you can get answers at 9pm without waiting for 9am.
We built this to make your life easier, not to put a screen between us.
Portal features
Everything you need to manage your clients' pensions efficiently.
Case Tracking
Real-time visibility of all your cases. Track applications, transfers, and transactions from start to finish.
Document Upload
Securely upload and manage documents for your cases. No more posting or emailing paperwork.
Reporting
Comprehensive reporting on your book of business. Download data for your own records.
Notifications
Stay informed with automatic notifications about case progress and required actions.
Secure Access
Bank-level security with two-factor authentication and encrypted connections.
24/7 Access
Access your portfolio anytime, anywhere. Works on desktop, tablet, and mobile.
What you can do
Self-service when you need it
Many common tasks can be completed entirely online, without needing to call or email. Submit applications, upload documents, and track progress all through the portal.
Of course, our team is always available when you need human support - the portal complements our service, it doesn't replace it.
Getting access
Portal access is included for all @sipp adviser partners at no additional cost.
Existing advisers
Already working with us? Contact your BDM or our team to request portal access.
Request AccessForgotten login
Can't access your account? Use the password reset function or contact support.
Reset PasswordPortal guide
New to the portal? Our step-by-step guide covers everything from accepting your invitation to processing application forms.