The platform will be intermittently unavailable from 4:00am to 11:59pm on Sunday 17 November, while we carry out routine maintenance. The Illustration tool is also unavailable between 5:00pm on Friday 15 November and 7:00am on Monday 18 November. We apologise for any inconvenience this may cause.



Welcome to our portfolio services. Please type in your security login details to access your account. If you have any problems please contact Carpenter Rees on 03330 100 777 or email us at .


The first phase of the rollout of your new platform has started. During this phase, advisers may still need to access both platforms.

  • Log in to the old platform.
  • Access support for using both systems.

For the security of customers, any unauthorised attempt to access customer information will be
monitored and may be subject to legal action.