ADVISER SUPPORT
branded sipps
Intelligent Money provides white labelled SIPPs and Pensions that can be designed to carry your brand seamlessly though all online activity via full API intergration. We can also offer pricing flexibility to fit your own model, obviously within commercial boundries.
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WHITE LABELLING
Our design team will work with you to provide the finished look to sit within your brand and positioning, both online and for paper and PDF documentations such as Key Features, T&Cs and SMPIs
We will work to your exact brief to ensure the client (and adviser, where required) journey is seamless and fully under your control. White labelling can also be extended to scheme registration with HMRC.
INTEGRATION
Our Opperations and Software teams can work with you through our API and provide full assistance during your integration, testing and delivery.
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We have provided this service to many nationals and networks previously and have great experience in working with your developers to ensure the end requirement has been fully tested and meets all
end user requirements.
REGULATION
All FAC and HMRC regulatory aspects of our branded and white labelled Pensions and SIPPs are required to be undertaken by Intelligent Money and no additional responsibilities or regulatory functions/permissions will fall on any individual providers using this service.
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Intelligent Money remains the Provider, Opperator and Trustee of the Schemes at all times,