The Modular iPlan

The Modular iPlan enables you and your clients to make the most of new pension freedoms. By bringing together pensions, savings and investments in one place, it offers a wide choice of investment options – a powerful and cost effective way to manage a retirement income with a SIPP at its core.

Everyone with a pension now has more control over their retirement income than ever before. But with control comes responsibility – and the risk of confusion, high charges and tax inefficiencies.

That’s why the Modular iPlan’s flexibility and cost-effectiveness makes it a rounded retirement wealth planning solution.

Consolidate the Modular iSIPP, ISA and GIA in one place through the Modular iPlan.

 

The retirement wealth platform

  • A wide choice of investment options with access to over 3,700 online funds.
  • Core investments come as standard and optional investment modules can be added for an additional fee as and when they’re needed.
  • A flexible and fair pricing structure means only paying for what is used.
  • Offers a full range of investment options including ISA and GIA 'bolt-ons', while also managing pension contributions and withdrawals.
  • Manage retirement income and investments any time, at the touch of a button.

 

Interested in applying?

Find out how the Modular iPlan can help you and your clients

> Contact your Business Development Manager

> Apply online now

The heart of the Modular iPlan is a cost effective way of investing in a pension across an exceptionally wide range of options. This is the core product that allows access to the other two components.

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An online ISA that offers access to thousands of funds as well as a range of additional cash products and the ability to switch with no charge. This can only be accessed once the Modular iSIPP is in place.

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A general investment account that enables investments to be held directly and gives complete control. This can be accessed only once the Modular iSIPP is in place.

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