The platform for retirement wealth planning

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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Autumn Retirement Wealth Symposium

!KEEP_FORMATTING!Ahead of the Chancellor’s Autumn Statement and following the political chaos caused by the EU Referendum, we have a new prime minister, chancellor and pensions minister. While markets brace themselves for uncertainty, the traditional financial services distribution model is also in question. With the increasing presence of ‘Robo Advice’ there is also a trend towards ‘vertical integration’. Many life offices now have their own distribution capability. How will this shift impact your clients? Will it be a game of opportunity or a barrier to choice and independent advice? - How do you reassure investors in the wake of continuing market volatility and what impact does this have on financial portfolios? - How can you ensure that your clients have access to the widest choice of products and services that best meet their needs? - What support is available to help you embrace online functionality that can enhance your business efficiency? Come and join us in London on Tuesday 11th October to hear how we can support you through these market shifts and help you navigate clients through the ongoing retirement process. Our team of technical experts will be joined on the day by leading fund groups and industry commentators.

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