Our online service has a wide range of tools and features.
It has been designed to help reduce the time you spend on day to day tasks and administration, allowing you to focus on activities that add value to your business.
Personal details - customer details, current contributions, contribution history, transactions, current investments, fund information and values
Valuations - detailed breakdown of policy valuations
Projections - select from a range of options including contribution changes and additional single premiums
Yearly review details - current renewal details
Plan charges statements - detailed breakdown of a plan's charges in a single, easy to read report
Investment changes - change investment options for current investment value and future contributions
Self-investment - fund supermarket and online share dealing
Income Release - track the status of transfer payments, view the crystallised/uncrystallised split and the maximum income available for each client.
Noticeboard
Online message board - keeps you up to date with all the changes to your Retirement Solutions schemes
Set your preferences - choose the amount of information it includes and whether you want to receive daily email notifications
Management information
RAG (Red, Amber, Green) report - perform a scheme level 'health check', to find out how your schemes are performing against our service standards for defined contribution pension schemes.
Adviser confirmation
Adviser confirmation
This website is intended for financial advisers only and shouldn’t be relied upon by any other person. If you are not an adviser, please visit the main Royal London website.