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.

Remember I'm an investment professional or financial adviser

Apply now

  • In order for you to apply for a SmartSIPP you will need to log in to the secure portal (please see below for more information).
  • If you do not have a login for the secure portal please visit our Register page to discover how to gain access.
  • Our secure portal page explains the benefits available behind the secure login. 

Pre retirement and drawdown online applications

  • Your client will need to sign the upfront investor declaration and any transfer discharge forms
  • You complete the online application form and print the PDF output when prompted
  • You need to sign the adviser declaration and identity verification sections of the PDF
  • Send the whole PDF, investor declaration and transfer discharge forms to us 

Paper applications
If you would prefer to complete a paper application, all the documents you need can be found on our literature page.

Need more help?
Please contact our sales executive team.

Disclaimer

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