The content of this site is aimed at financial advisers only.
Click here for the customer site.
It's quick and easy to manage and service your clients' existing policies online. And as their circumstances change, you can change their investment choices, whenever you want.
Through online services you
Through the fund information centre you can:
Through Back office
integration, you can get the latest valuations for your existing clients'
Go to the Policy level
navigation on the left and select the Holdings page to view valuations. You’ll be able to:
Go to the Client Dashboard
view. Under ‘Details’ select ‘Update'. You’ll be able to:
For other changes, please
get in touch with us. We’re always happy to help.
If you have problems
generating a report, it may be because of the pop-up blockers on your computer.
Clicking Temporarily allow pop-ups may solve the problem.
For each period of time you
select, you can see:
Members of your team can get
different levels of access to Online services. The access they get depends on
their role within your firm:
To change access levels, talk
to the Super Administrator at your company or contact us.
If you’re a Super
Administrator, you can change access levels for everyone. Just follow these
1) Click on Your Account.
2) Select Administer
3) Find the name of the person
whose role you want to change. Tick the box on the left of their name. Choose
the role you want to give that person from the dropdown menu and click Set.
If you want to add a new person, then please call us on 0345 129 9993.
4) Click Save Changes
at the bottom of the screen.
You’ll need to log out and
then log back into Online services for your changes to take effect.
haven't already registered, then why not sign up today and gain access to your
clients' policies online.
Lines are open between 8.30am and 5.30pm, Monday to Friday.
We sometimes record telephone calls to help with training, service and security.
We're happy to help you make the most of our online tools. We'll be happy to assist with any registration, navigation, and general queries.