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iPensions new Adviser Portal speeds SIPP applications

3 December 2020

iPensions Group has launched an adviser portal, providing a faster application process for self-invested personal pensions (SIPPs).

Through the portal, advisers will be able to complete the application process within minutes rather than the days or weeks normally taken for paper-based applications, with the adoption of electronic signatures, electronic ID checks, application tracking and access to investment valuations and transactions.

According to iPensions Group, the portal is designed to save advisers time on administration and provide 24/7 access to client information and applications.

The pensions specialist has also set up a dedicated team to onboard advisers for portal registration and provide information.

Hrishi Kulkarni, iPensions Group chief technology officer, said: “The Adviser Portal launch is a major step forward for iPensions Group and it underpins the importance of technology investment and improving our relationship with the advisers.

“The timing of the Adviser Portal launch is perfect, with everyone working from home and performing most tasks online. Simplified online application process with the adoption of electronic signatures, electronic ID checks, application tracking, access to investment valuations and transactions at a click of a button with other features will provide an advantage for the advisers working with us.

“Our aim is to offer simplified secure technology solutions that will come with improvements over time.”

Kulkarni added that the firm is planning further technology enhancements in 2021 and beyond to improve the service experience for members and advisers.

Professional Paraplanner