• My requests online - your quickest route to request policy changes or information

  • My requests online - projections now available

    Your requests go straight into our work queue, ready to be actioned. No waiting on the phone, for the post, or for us to get to your email.

  • Your quickest way to ask us to:

    You can select from up to three different retirement ages and different income scenarios and your projection request will go straight into our work queue, ready to be actioned.

    If you choose this option, we'll send you a report including total policy value, value by fund, crystallised and un-crystallised valuations, right through to beneficiary, income, and adviser charge details.

    Tell us to stop, increase or decrease income from existing tranches in drawdown, change the tranche income is being paid from, or change payment dates. We'll let you know once this has been done.

    Tell us your clients' new bank details and we'll update our records.

    Tell us if you'd like to:

    • Make a switch on a bond policy
    • Switch/redirect more than one specific pension source on a pension policy, but leave the rest of the policy sources unaffected.

    Your instructions go straight into our team's work queue and we'll let you know once this has been done.

    Note that you can already switch/redirect individual pension sources or the entire pension policy, using the switch/redirect tab.

  • See how easy it is with our short video demo (1 minute 47 seconds)


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