Once registered, you can do all this 24/7:
- Check policy values - get your clients’ latest policy values in an instant.
- Check cash
balances - quickly check there’s enough cash to meet income payments and fees.
- Review investments – get your clients’ latest portfolio split, and see the value of individual holdings, unit prices and more.
- Check drawdown balances – see how much is left in accumulation or crystallised across schemes.
- Check policy
details are up to date – check we have up to date personal and banking details for your clients.
- Download policy documents - get key recent documentation: illustrations, SMPIs and contract notes from 31 October 2019 onwards.
Watch our 3 minute video to see how.
Watch video