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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Regional Masterclasses in Harrogate, Manchester, Southampton, Bristol, London

Following the latest changes to long term savings legislation, it's more important than ever to get your clients' tax planning right. Tapered annual allowances, dividend changes, sunset clause, changes to lifetime and annual allowances... these are just some of the squares on the board in a giant game of opportunity. For financial advisers only, places are limited.

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