The platform will be unavailable this weekend, while we carry out routine maintenance. The illustration tools will be unavailable from 5:00pm, and the platform from 6:00pm, on Friday 27 May. Access is due to return at 7:30am on Monday 30 May. 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.

Logging into your Succession Platform Account:

Please enter your login details to access the platform and your online account.

Your username is a unique number that was sent to you during registration and usually begins with ‘1’. Your password will be what you set up during your initial account activation process.

Forgotten your details?

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. 

You’ll receive an automated email with either a reminder of your username or a link to reset your password. If you haven’t received this please check your junk email folder, in case it went there by mistake.

If you don’t receive the email, or you’re experiencing any technical difficulties with the Succession Investment Platform, please contact the Succession Support Desk at or 0345 074 5848.

If you’re a client and have any queries about your platform account, please contact your Financial Planner.

Activate your Online Account



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