• 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 new, 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
    • make one off increments for the Retirement Wealth Account 
    • view funds, carry out fund switches, redirect 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
    • easily move between Online services and Illustrations.

    Illustrations

    Through illustrations you can produce the following illustrations for Retirement Wealth account:

    • additional regular contributions
    • additional single contributions
    • transfers in.

    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.

      Go to the Client Dashboard view.  Under ‘Details’ select ‘Update'. You’ll be able to:

      • Update your client's home address, email and phone number.
      • Change beneficiaries. To do this, you'll need to download and complete the Death benefit options form. Go to the Policy level navigation on the left and select 'beneficiaries'.
      • Change your client's retirement age from the Dashboard summary.

      For other changes, please get in touch with us. We’re always happy to help.


      • 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.

      • Change the retirement age on products and create new projections, so your client can see what would happen if they retired earlier or later
      • Show the impact of money that hasn’t yet been vested (not applicable to drawdown)
      • Create backdated projections using any start date you choose. Your projection will automatically include money paid in, up to and including the start date
      • Projections for paid up policies can't be produced online.

      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

      Members of your team can get different levels of access to Online services. The access they get depends on their role within your firm:

      • A Read Only Administrator/Adviser can view client details, but they can’t make any changes to the policies.
      • A Full Access Administrator/Adviser can use the full range of services. That means they can view and make online requests. They can also make changes for clients, such as fund switches, online increments and send secure messages.
      • A Super Administrator will be the main administrator for the system. They can allocate policies, view remuneration statements, and set permission levels.

      Change access levels for your staff

      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 steps.

      1) Click on Your Account.

      2) Select Administer Contact Roles.

      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.

    • 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.