• I can manage and service my clients’ policies, quickly and easily online

  • Online tools to make your life easier

    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.

  • What can you do with Online tools?

    Online services

    Through online services you can:

    • easily access your clients' policies through our easy-to-use dashboard
    • access a full list of all your clients' policies
    • view a summary of your clients' products, both in accumulation and drawdown
    • obtain a policy summary, showing current and historic valuations
    • view funds, and send secure messages
    • obtain projections (to selected retirement age)
    • update your clients' details and change their selected retirement age
    • review payments made to you

    Fund information centre

    Through the fund information centre you can:

    Quickly access fund information
    • quickly check an investment fund's price, asset allocation, growth and rating
    • download fund factsheets and Key Investor Information Documents (KIIDs), where applicable.
    View previous fund prices
    • see how the price of an investment fund has changed over a certain period of time, including changes from one working day to the next.
    Build portfolio and run more in-depth reports
    • create and save your own basket of funds to track over time
    • build reports, analyse portfolios and compare prices.

    Back office integration

    Through Back office integration, you can get the latest valuations for your existing clients' policies.

    • These are some of the things you can use Online services to do

      Go to the Policy level navigation on the left and select the Holdings page to view valuations. You’ll be able to:

      • See the current value of your clients' investments
      • View an historic valuation going back up to five years.
      • Show your client the value of their investments
      • Include transactions over the last year
      • Show how their investment has performed over time

      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:

      • Income so far for the policy year
      • Income history from the start of the drawdown contract, including any tax-free lump sums
      • Current income payments and the next dates income will be paid
      • Maximum GAD rate and the next time the rate will be reviewed (for pre-April 2015 business)
      • Start dates for each period
      • Transactions in date order with their contribution source. You can see their value and the number of units bought and sold in each transaction

    • Couple-at-PC

      Registering is quick and easy

      If you haven't already registered, then why not sign up today and gain access to your clients' policies online.

      Register today

    • Any queries? Call us on 0345 129 9993.

      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.