Website Disclaimer

This website is for investment professionals only.

You are about to access the Suffolk Life website for investment professionals and financial advisers. This website should not be relied upon by private customers or any other persons.

If you are not an investment professional or financial adviser please click here to return to the customer website.

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SmartSIPP

SmartSIPP allows you to use a number of platforms, brought to you by an award-winning SIPP provider.

For a list of our current Smart partners please refer to our e-affiliates page.

Execution-only stockbrokers
We have included execution-only stockbroker access to SmartSIPP, giving your clients even more choice. More information can be found on our execution-only brokers page.

Paper-based direct investments

Where an investment cannot be bought either through your choice of platform or execution-only stockbroker, you can use a paper application form.

How to make a direct paper-based investment

  • Obtain the correct application form from the investment provider
  • Complete all purchase details including amounts, commission and intermediary details
  • Do not sign the form because the asset will be purchased in the name of Suffolk Life
  • Send the form either in the post, as a fax or as an email (with a scanned version of the instructions attached) to the Suffolk Life Cash Management team. Where a form is not required we can accept the instruction over the phone.

Self-investing is made easy with SmartSIPP.
You can download literature for the SmartSIPP here. Find out how to apply online for SmartSIPP.

Important information

The value of pension funds may fall as well as rise. The investor's money is tied up until they take their benefits. Benefits can generally be taken any time after age 55.

Disclaimer

This information is intended for investment professionals and should not be relied upon by private customers or any other persons.