The Personal Finance Portal – for all Private and RetireSMART clients

All our clients can use our Personal Finance Portal to access your short, medium and long-term finances online.

You can login or register via the link below using the email address we have on file for you.

Personal Finance Portal (PFP) is our client portal that gives you access to view all your finances in one place 24/7 – anywhere, on any mobile or web device.

PFP enables you to view your pensions, investments and fund information and financial portfolio at the click of a button. So whether you’re looking for an up-to-date valuation of your portfolio, want to assess how you’re progressing against your goals or simply wish to get in touch, PFP has it covered.

Secure messaging between us and you

With email and post increasingly open to being intercepted, we treat the security of the data you share with us with the utmost importance. PFP provides you with a secure messaging service, so you can quickly get in touch with us and have the peace of mind of knowing that any information you share is encrypted and completely private.

A secure document vault

PFP provides you with a secure document vault, so you can house all your financial documents online where they are secure and fully backed up – much safer and more convenient than the bottom of the filing cabinet.

Additional access to PFP Premium

PFP Premium is an additional service that enables you to collate information on your short-term finances like bank account(s), credit cards, loans and mortgages, together with your advised products, giving you powerful insight into your total net worth. Plus, you’ll also be able to receive alerts and insights into spending and saving habits so you can keep track on how you’re progressing against the goals you’ve set.

True Potential Policy Holders

True Potential policy holders can access their valuations directly via the True Potential Login

Please note that the Access ID is 982, you can use your existing email address and password