Once registered, you can do all this and more at your convenience:
- Get quicker pension fund switching/redirecting and instant confirmation - carry out pension fund switches and redirections online and get instant confirmation. You'll need to have 'Update' access rights to do this.
- Manage your firm's user access levels - change your colleagues' online access levels instantly - you can do this if you have Super Admin access.
- Access your adviser charge statements up to a week early - every Wednesday, even before the payment has reached your account.
- Get your clients' latest policy values in an instant - drill down into holdings and download reports.
- Access the fastest route to submit policy change requests - for fund switches, new investment instructions, changes to drawdown payments, and new client bank details.
- Check your clients' policy transaction history in a few clicks - quickly check a transaction has gone through, scroll though all transactions over the last 12 months and download a report.
- Get policy summary reports in an instant - download PDF reports that you can email to your clients or print in advance of your meetings.