The platform for retirement wealth planning

Find out about the Modular iPlan, or visit the Technical Hub and Online Marketing Store 

Modular iSIPP

The Modular iSIPP offers control to invest a pension with maximum flexibility – across 3,700 funds, fixed term deposit accounts, whole of market, commercial property and specialist investments.

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Modular ISA

Our Modular ISA, available through the Modular iPlan allows investment using the £15,240 annual allowance into stocks & shares, a range of cash products and access to over 3,700 funds.

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Modular GIA

The Modular GIA is a simple way to hold unwrapped investments. Modular GIA provides access to a range of cash products and access to over 3,700 funds in the Investment Centre.

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The Technical Hub

In a time where changes to legislation are frequent and increasingly complex, our team of tax, pensions and trust specialists interpret changes and provide a wide range of resources and detailed technical knowledge on how this will impact financial advisers and their clients.

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The Online Marketing Store

The Online Marketing Store is a Campaign Tool to implement Direct Mail and Email campaigns to drive new business. The online marketing facility helps advisers communicate with existing and potential clients by providing a wide variety of client communication items.

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