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

Secure portal

Why use the Suffolk Life secure portal?

  • Access all your Suffolk Life clients in one place
  • View asset type splits by client and overall view
  • Create and save illustrations, which can be pre-populated for existing clients
  • Clients can gain access to the secure portal on a read-only basis
  • View cash balances of the SIPP bank account, correct to one day
  • View transfers and contributions received

Why apply online and create illustrations in the secure portal?

  • Illustrations created within the secure portal can be saved and returned to at a later date
  • Saved illustrations can be amended to update investment choices or changes to client choices
  • Illustrations for existing clients can be pre-populated
  • Online applications have a únil establishment fee
  • Applications can be saved when part completed and returned to at a later date.

Secure portal access is free. If you are an adviser you can complete our online registration form which will be securely sent to our Web support team.

Disclaimer

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