We’ve designed a new PPSIPP Application Form which can be filled out on your computer.
We do everything we can to make it easy for you to do business with us.
Our online services include.
See more on pensions consolidation
To help clients benefit from lower charges or a plan that’s better suited to their needs.
We've developed e-TVAS, which allows you to perform a pension transfer analysis quickly and simply online.
For clients that wish to draw an income directly from their pension fund.
Our technical library has clear documentation, which will help you as you plan your client’s retirement.
Generate illustrations, get valuations or review the status of all your clients’ plans at a glance.
Our team of technical experts have specialist knowledge to support you with your retirement planning.
You will find everything you need
For Portfolio Plus Pension, Portfolio Plus SIPP, Cofunds Pension Account and Suffolk Life MasterSIPP.
Rated by Defaqto as a five star SIPP
You can access the Suffolk Life MasterSIPP directly from Suffolk Life.
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We offer a range of options and enhanced rates to help your clients get the most out of their annuity.
For business through the platform and information on the Cofunds Pension Account and Suffolk Life MasterSIPP
Stay informed and find advice on how to make your business more efficient by working with us.