The Modular iPlan brings together pensions, savings and investments in one secure place. With our market-leading SIPP at its core, our flexible platform gives you all the tools you need to future-proof your clients’ assets.

• Flexible - Our Modular iPlan provides the flexibility to amend, change and adopt new investment propositions as the needs of your clients evolve. Covering our Investment Centre, Cash Panel, Whole of Market module and more, we have the solution to suit your clients’ needs.
• Market-leading products - With our Modular iSIPP at the centre of our proposition, we offer access to GIA and ISA wrappers that can be added on to allow you to efficiently manage your clients’ long-term needs, while maintaining all the benefits of our pension-based experience.
• Fair-pricing - Your client only pays for what they use, when they use it.

The Modular iPlan is designed to evolve with the needs of both you and your clients. By selecting different investment modules at different times, you can ensure clients are utilising and only paying for the appropriate investment solutions required at that point in their investment journey. With the additional flexibility to switch and move to new options at a later stage and as deemed appropriate through your advice.

Our efficient and stable solution saves you time, allowing you to focus on your clients’ financial planning, keeping your relationship with them at the heart of what you do.