Wherever, whenever... you're always in the know with our secure portal

Never again will you have to wait for your clients' annual valuations to find out how their SIPPs are performing. Never again will you need to call your Client Services contact just to obtain a current unaudited valuation or keep track of an incoming transfer or contribution.

Just log on to the portal and it’s all at your fingertips…

Once you have logged in, you can view a variety of information, including:

• your clients' details;
• evidence of transfers-in and contributions to the plan;
• bank balances;
• obtain fund valuations and performance;
• place online dealing instructions via the Cofunds platform (see online dealing); and
• a breakdown of where investments are held, across all your clients’ plans.

Having secure access also means your firm's principal user can view and manage the details held on the portal about your company and colleagues.

If your firm has more than one branch, the secure portal can allow you to view your clients’ SIPP information from any branch you want to see.

Once your firm has access to the secure portal, you will be able to view all future clients' SIPPs introduced to Suffolk Life by you via your firm.

Please note: The Suffolk Life secure portal is currently only available to advisers. If you are an investor and would like to express an interest in direct access, please email us.