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You can select from up to three different retirement ages and different income scenarios and your projection request will go straight into our work queue, ready to be actioned. Once ready, your projections will be available from 'My requested documents' on the 'My requests' page.
Ask us for a report including total policy value, value by fund, crystallised and un-crystallised valuations, right through to beneficiary, income, and adviser charge details. Once ready, your report will be available from 'My requested documents' on the 'My requests' page.
Tell us to start, stop, increase/decrease income or make an ad-hoc payment from existing tranches in drawdown, change the tranche income is being paid from, or change payment dates. We'll let you know once this has been done.
Tell us your clients' new bank details and we'll update our records.
Tell us if you'd like to:
Your instructions go straight into our team's work queue and we'll let you know once this has been done. Note that you can already switch/redirect individual pension sources or the entire pension policy, using the switch/redirect tab.
See how quick and easy it is to get requests to us.
Just check your firm has completed an electronic access agreement as part of our terms of business and click on the link below - it will only take a couple of minutes.