IPS gives you a wide range of benefits:
Yes, the online service is provided at no additional cost to you. However, please remember that you may incur costs for accessing the internet according to your internet service provider’s tariff.
We take security very seriously and we follow strict and proven procedures when providing access to the website ensuring your log in details are kept safe.
You can be sure your details are being protected when you log into our ‘secure’ connection, as your web browser should show a yellow padlock (usually at the bottom right hand corner of the web browser, but this can vary depending on the web browser you use). To find out further details of the protection provided you can click on this padlock symbol.
The valuation feature provides you with a consolidated value of your portfolio of investments held on IPS. It also breaks down your portfolio into fund-by-fund valuations for your individual product holdings. Your portfolio valuation is updated at the close of each working day and is supplied with a print-friendly option for you.
The transaction history feature enables you to view the transactions for each holding you have on IPS. The transaction history records the date of a transaction, the type of transaction (such as buying new funds), the price, units or shares affected by the transactions and any charges that have been applied. Transactions usually appear on the website several working days after they have been confirmed and processed, depending on the type of transaction and product.
The 'My Correspondence' page holds print-friendly copies of most of your IPS correspondence, including confirmation of policy set up, your annual statement, and transaction notes.
The IPS non-advised Terms and Conditions (PDF: 238KB) relate to use of the online service only. Product terms and conditions are included in the relevant product literature.