How it works

Signing up

Sign up online to get started. You’ll need to provide some basic details including your legal name; current address; date of birth; and National Insurance number. We use these details to carry out identity and security checks.

Give your SIPP a head start

If you are transferring a pension, simply provide the name(s) of your previous pension provider(s) and the account or policy number if you know them. The more information you can give us, the smoother the transfer process is likely to be. Pension transfers can take some time to complete, and some pensions include benefits that may be lost when transferring. We’ll keep you updated throughout the process.

Choose your investment option

Choose between investing into a target-date fund or create your own retirement portfolio. A target-date fund automatically adjusts the portfolio over time to maximise growth potential and reduce risk as you approach your expected retirement. Creating your own diversified retirement portfolio lets you choose the funds you wish to invest in. You don’t need to be an expert to do this as our Investment Management Team have analysed the whole of the market and have handpicked a selection of funds for you to choose from.