WELCOME TO THE SUCCESSION INVESTMENT PLATFORM
The Succession Investment Platform harnesses the latest internet-based online technology in a secure environment allowing Financial Planners and their Clients access to a wide range of investments and tax wrappers in a single place.
Please type in your security login details to access the platform and your online account. If you've forgotten your username you can request a reminder email or you can reset your password online by using the 'Forgotten your login details?' on the left just below your login.
If you are experiencing any technical difficulties with the Succession Investment Platform, please contact the Succession Support Desk at: email@example.com or tel: 0345 074 5848.
If you are a client and have any queries regarding your platform account, please contact your Financial Planner.
We no longer ask for your PIN
Removing the need for your PIN was a carefully considered decision, supported by our IT and Cyber Security teams. Additional security requirements and internal controls have been added to our processes as part of this change. Our Security Policies & Standards are all aligned to the ISO27001 framework.
Removing the PIN also means you can now use password management software (iCloud Keychain, Chrome Autofill, etc.) which makes it easy for you to use a long, complex and unique password.
Should you need to access information held on the old platform please follow the link below:
Log in to the old platform.