• Policy details, at your fingertips

  • Online policy services - (non self-invested)

    By registering for our online services you can get 24/7 access to your clients' policies, instantly and straight from your device.

    And now online pension fund switches are back and better - so you can beat the post and get instant confirmation.
  • Why use online policy services?

    Watch our 2 minute video demo and let us show you:


    • what you can do
    • how to get started

    Just click on the play button on the right to see the video, or download a one page transcript here.


    If you've not yet registered, why not do it now? Check your firm has completed an electronic access agreement as part of our terms of business, and click on the link below - it will only take a couple of minutes.
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    What can you do online?

    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.
  • Find out more and get support

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    Video demo support centre

    See how you can use the key features of our online policy services.

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    Got a question?

    Read our Q&As to help you get the best out of online policy services.

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    Not yet registered - why not do it now?

    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

  • Need to contact us?

    Call us on 0345 129 9993 or visit our contact us page

    We're here to help you make the most of our online tools. Let us know if we can assist with any registration, navigation or general queries.

    We sometimes record telephone calls to help with training, service and security.