IPensions Group has launched its adviser portal as it continues to bolster its tech offering in the self-invested personal pension (Sipp) market to support advisers and their clients.
The portal enables advisers to complete the Sipp application process within minutes in contrast to days or weeks with paper-based applications.
It is designed to save time on administration and provide instant access to client information and applications, with the support of a team to onboard advisers for portal registration and provide necessary information.
IPensions Group will regularly update and add features to its portal with further developments expected to be released in early 2021.
‘Exciting plans’
Hrishi Kulkarni, iPensions Group chief technology officer, said: “The Adviser Portal launch is a major step forward for iPensions Group and it underpins the importance of technology investment and improving our relationship with the advisers.
“We have exciting plans for technology enhancements in 2021 and beyond. We plan to offer many useful features to improve service experience for members and advisers through this secure digital Portal.
“The timing of the adviser portal launch is perfect, with everyone working from home and performing most tasks online. Simplified online application process with the adoption of electronic signatures, electronic ID checks where available, application tracking, access to investment valuations and transactions at a click of a button with other features will provide an advantage for the advisers working with us.
“Our aim is to offer simplified secure technology solutions that will come with improvements over time.”
In July 2020, Malta-headquartered Momentum Pensions rebranded its Sipp business to iPensions Group.
