ON ITS WAY.

Your IPS annual statement will be sent to you in the post.  You should receive this by 11 July.  If you're registered for our secure online service you can access an electronic version of your statement now.

Log in to your portfolio.

After you securely log in you'll be able to:

  • View the value of your IPS portfolio
  • View the value of your IPS Cash Account
  • Buy an ISA and/or investment fund
  • Top up your existing ISA and investment funds
  • Switch funds within your ISA and investment fund holdings
  • View your transaction history
  • View your IPS correspondence
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Manage your investments.

Existing investments:

ISAs, unit trusts and OEICs: If you're an existing IPS customer, find out more about managing your account, including adding to existing funds, switching funds and changing unit or income types.

Pensions and bonds: If you're an existing Portfolio Bond and/or Portfolio Plus SIPP customer, more information about your investments can be found in the Pensions and Bonds section of this website. To make any changes to your investments you must contact your financial adviser.

New Investments:

You can purchase stocks and shares ISAs and/or investments funds quickly and easily via our website. For more information visit the Investments section.

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The benefits of being with us.

This service has been designed to help you manage your money more closely, by offering you online access to your investments with support and help if you need it. Find out more about what you can do and how to gain the most benefit from the service.

About IPS

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  • Contact us

    To help ensure you can always keep in touch with us and your investments, we try to make it as easy as possible for you to contact us the way you prefer.

    Contact us
  • ISAs

    Invest in a stocks and shares ISA quickly and easily with IPS today!

    ISA investing with IPS
  • Expert insight

    Our experts take a look at how the financial markets are performing, the latest economic trends and how these could impact the performance of your funds.

    Market commentary
  • SIMPLICITY

    Our helpful guides can help to explain some common areas of investing, such as asset classes and common financial jargon, putting you in control.

    Helpful guides
  • Sign up and log in

    Find out what to do if you need help signing up for our free online service or if you've forgotten your password.

    Sign up and log in

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User guide (PDF: 14115KB)

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Guide to investment jargon (PDF: 447KB)

Helping you to understand some common financial jargon so that you can invest with confidence.

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