Online policy services - (non self-invested)

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.
• Use 'My requests', your fastest route to submit policy change/information requests - instantly submit your request for us to send full policy details (new), make a change to income, update bank details, make a non-standard fund switch/redirection. Find out more here.
• 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. 

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