Online policy services - (non self-invested)

Once registered, you can do all this and more at your convenience:

• **NEW** Download policy details and projections as soon as they're ready - we'll post these online on the 'My requested documents' tab. It's quicker and more straightforward than waiting to get them by email or post. Find out more and watch demo video here.
• **NEW** Use 'My requests', your fastest route to ask us for policy changes/information - submit your request directly into our work queue for: projections, full policy details, income changes, update client bank details, bond and non-standard pension fund switch/redirection. Find out more and watch demo video here.
• 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. Show me demo video.
• Manage your firm's user access levels - change your colleagues' online access levels instantly - you can do this if you have Super Admin access. Show me demo video.
• Access your adviser charge statements up to a week early - every Wednesday, even before the payment has reached your account. Show me demo video.
• Get your clients' latest policy values in an instant - drill down into holdings and download reports. Show me demo video.
• Get 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. Show me demo video.
• Get policy summary reports in an instant - download PDF reports that you can email to your clients or print in advance of your meetings. Show me demo video.

It's easy to register for online services. All you need to do is:

• Check your firm has completed an electronic access agreement as part of our terms of business
• Click on the link below - it will only take a couple of minutes

 Register here