Welcome

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Your Ascentric

Our platform brings together all of your investments and pensions in one place. Log in and view the performance of your portfolio.

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Why might your financial adviser recommend us?

Whether you’re planning for your children’s future, building up your pension pot or simply saving for a rainy day.
 

Simple pricing

One charge for using Ascentric to help you plan. Our pricing is simple and transparent so you can understand exactly what you’re paying for.

View our pricing

Investments

Access to a wide range of investments and tax wrappers including (ISAs, Self-invested Personal Pensions, General Investment Accounts and more) allowing your adviser to find an investment solution to suit you.
 

London Stock Exchange

We’re a member of the London Stock Exchange which can help you get the best deal when you’re buying and selling shares.

 

How to log in
 

What you need to log in

When you log into the platform you’ll need your username and password.

Your username is the same as your client number. It’s a unique number that usually starts with a ‘1’. It was sent to you during registration.



 

Reset your details online

If you don’t know your username or password, you can reset them on the platform, without needing to call us.

Just go to 'Forgotten your login details?' on the login screen and select whether you’ve forgotten your username or password.

If we’ve got a unique email address on file for you, we’ll send you an email with either the reminder of your username, or the link to reset your password.

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We're part of M&G plc

A leading savings and investment company with a long-term outlook.

Find out more about M&G plc

How we look after your cash

Your money is protected by the Financial Services Compensation Scheme (FSCS)

Find out more

It’s important to be vigilant

The Financial Conduct Authority have produced useful information to help you spot potential scams.

Be ScamSmart

Getting started
 

Getting set-up

The Ascentric platform is specifically for Financial Advisers and their clients. If you're not an existing customer please speak to your Financial Adviser who can take you through getting set up.

If you don't have a Financial Adviser, unbiased.co.uk could help you find one in your area.

Logging in

Once your Financial Adviser has arranged for you to be set-up you'll receive a welcome email from us. You'll need to activate your platform account by logging in and following the steps on screen.

Access the platform here
 

Your statements

Log in to view your statements by clicking the client details and then correspondence card. To request a paper statement or alternative format like Braille or large print please call us on 0345 076 6140. We’ll ask you some security questions before updating your preferences.

Contact us
 

Phone

0345 076 6140

(Office hours are Monday to Friday 8:30am-5:30pm)

Complaints

Visit our complaints page for details on making a complaint.

Key reading

Platform guide

Platform guide – Essential information for a client considering investing through the Ascentric Platform.

Platform charges

Platform Charges – This sets out the charges that you will pay when you invest through Ascentric.

Platform Terms

Platform Terms – This provides you with a summary of important information you need to know before you invest in a Platform.

Client Privacy Policy

Client Privacy Policy – This details how we will use your personal; data on out platform, and how we keep it safe. It also sets out your rights in relation to your personal data we hold, and how to contact us if you have any questions or comments. Ascentric is a trading name of Investment Funds Direct Limited.

Order Execution Policy

Order Execution policy – The Order Execution policy details Ascentric’s approach to Best Execution in making sure we get the best possible results for clients. Ascentric is a trading name of Investment Funds Direct Limited.

Pillar 3 disclosure

Pillar 3 Disclosure – This sets out disclosures on capital and risk management for Ascentric’s parent company, Investment Funds Direct Limited, in line with regulator requirements.

Sustainability: Our position

Governance Advisory Arrangement (GAA) Chair’s Annual Report for legacy workplace pensions

This report is provided as a value assessment for legacy workplace pension plans held on the platform. The report, Terms of Reference, and contact details can be found here.

Latest updates

Brexit

We’re always monitoring the implications and opportunities of global or domestic changes. Brexit is no exception and we’ll continue to work hard, looking after your  money and investments, whatever the economic environment.

 

Brexit information

Complaints data

Occasionally we don't get things right and our service falls short of the high standards our customers are entitled to, which results in them making a complaint.

View our complaints data to see how many complaints we received and closed from 1 January to 30 June 2021.

Complaints data