Getting Started
When you're invited to use the @sipp portal, the process follows a simple path: receive your invitation email, verify your identity (if required), create your account, and confirm your details on first login.
You receive an invitation email
An @sipp administrator sends you an invitation from the portal. You'll receive a branded email with a link to get started.
Welcome to @sipp online
You have been invited to access the @sipp platform, where you can manage your clients' SIPP applications and view their pension details.
This invitation will expire in 30 days.
Verify your identity (if required)
If you have existing clients with verifiable data, you'll be asked to confirm your identity by entering one of your client's details. This protects against unauthorised access.
If you're an IFA
Enter one of your assigned client's date of birth and National Insurance number.
If you're an Organisation Admin
Enter any of your firm's client's date of birth and National Insurance number.
Identity Verification
To confirm your identity, please enter the details of one of your clients.
3-attempt lockout
You have 3 attempts to enter the correct details. After 3 failed attempts, verification is locked and your status changes to “Verification Failed”. The @sipp admin will need to click “Reset & Resend” to give you another chance.
If you have no clients with verifiable data, you'll skip this step entirely and go straight to account creation.
Create your account
After passing verification (or skipping it), you create your account by setting a password.
Create your account
john.anderson@ifa-firm.co.uk
Confirm your details on first login
On your first sign-in, you'll see the Verify Your Details page where you review and confirm the personal and firm information we hold for you.
Verify Your Details
Please review and confirm the details we have on file for you and your organisation.
Your Details
Your Organisation
Once confirmed, you're taken to your dashboard and can start using the portal straight away.