UK Advisers
Execution-only pension and investment administration for UK-authorised advisers
Invinitive supports UK-authorised advisory firms with a modern, execution-only platform for administering pensions and investment accounts for UK-resident and internationally mobile clients.
Our role is to provide the regulated platform, custody and administration, allowing advisers to focus on advice, suitability and client relationships.
Who this is for
We work with UK-authorised advisers who:
Invinitive does not provide investment advice or discretionary management. Advisers retain full responsibility for suitability and investment decisions.
Supported products
UK advisers can use the Invinitive platform to administer:
All wrappers are administered within a clearly defined UK regulatory and operational framework.
Platform capabilities for UK advisers
The platform is designed to integrate cleanly into existing advice processes without imposing model portfolios or investment constraints.
Governance & regulatory alignment
Invinitive operates within the UK regulatory framework and is authorised and regulated by the Financial Conduct Authority.
Our governance-led approach includes:
This structure is intended to support advisers' own compliance and oversight requirements.
Investment universe & asset access
Invinitive provides advisers with access to a broad, open-architecture investment universe that is deliberately focused on FCA-permitted, standard investments, administered within a clearly defined governance and eligibility framework.
We do not support non-standard, unregulated or exotic asset types.
Supported asset types (permitted investments only)
Advisers and their clients can invest in FCA-permitted, standard assets, including:
All investments available on the platform:
Invinitive does not permit investments that would be classed as non-standard, unregulated or taxable property within a SIPP or investment wrapper.
Multi-currency investing & FX
The Invinitive platform supports multi-currency investing across up to 8 currencies, allowing advisers to support globally diversified portfolios while maintaining operational clarity.
Currency capabilities include:
Foreign exchange (FX)
This approach supports transparent pricing and efficient cross-border investing.
Portfolio construction flexibility
Invinitive is designed to support a wide range of adviser investment models while maintaining clear regulatory boundaries.
Adviser-created model portfolios
Advisers may:
Invinitive does not design, recommend or manage model portfolios.
Third-party Model Portfolio Services (MPS)
Where appropriate, the platform supports the use of third-party Model Portfolio Services, subject to onboarding and eligibility requirements.
Discretionary Fund Managers (DFMs)
Invinitive can facilitate the appointment of third-party Discretionary Fund Managers, where required.
Clear separation of responsibilities
Invinitive's operating model maintains a clear separation between:
This separation supports advisers in meeting regulatory obligations while preserving flexibility in portfolio construction and client servicing.
Adviser onboarding (UK)
Our onboarding process is designed to be proportionate and efficient.
Typical steps:
Ongoing operational support
UK advisers benefit from:
Resources for UK advisers
- •Due diligence pack
- •Terms of business and fee schedules
- •Platform and process guides
- •Regulatory and operational documentation
Work with us
If you would like to explore whether Invinitive fits your firm's operating model, we are happy to arrange an introductory discussion.
Invinitive Financial UK Ltd is authorised and regulated by the Financial Conduct Authority. Invinitive operates on an execution-only basis and does not provide investment advice, discretionary management or investment recommendations. All investments available on the platform are FCA-permitted standard assets. Advisers remain responsible for suitability, portfolio selection and client outcomes.