The platform will be unavailable from 6:00pm on Friday 2 October to 7:00am on Monday 5 October, while we carry out routine maintenance. We apologise for any inconvenience this may cause.



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 are experiencing any technical difficulties with the Succession Investment Platform or have forgotten any of your security login details, please contact the Succession Support Desk at: or tel: 0345 074 5848.

If you are a client and have any queries regarding your platform account, please contact your Financial Planner.

Activate your Online Account

Should you need to access information held on the old platform please follow the link below:

Log in to the old platform.



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