FOR ADVISERS ONLY
Supporting you and your pension clients
We know that not seeing clients face-to-face and having to change the way you work will be a challenge - so we're here to help during this difficult time.
Here you’ll find more information about the support we can offer you and your clients, including tools to help you work remotely and useful links and articles.
Changes to our processes
We've made some changes to our processes to make it easier for you to do business with us during this difficult and challenging time.
- Changes to our direct offer transfer process
If you're carrying out a transfer exercise, we’ll now ask you to provide customer email addresses and where possible, we’ll email transfer packs to customers. - Submitting applications online
We’ve extended our online process so you can now submit more applications online.
Helping you support your clients
- Managing finances in challenging times
We’ve created some content on managing finances in challenging times for you to share with your clients. - Common questions from employers
We've put together some questions and answers, including the Government's Coronavirus Job Retention Scheme to help you support your workplace clients. - Customer communications
We’re regularly updating our customer website with information to help them during this difficult time. - How is coronavirus affecting my pension - customer animation
Share our animation with your clients to help reassure them that pensions are a long-term investment. .
Helping you work remotely
Online pension tools
You can use our range of online pension tools to create reports that will help you have remote conversations with your clients.
Working remotely webinar
Watch our webinar for best practice, hints and tips and how to build a more sustainable business model while working from home.
Working remotely podcast
Listen to our podcast for hints and tips on working from home.
Investment information
We have a range of investment information on our website, including videos, articles and our weekly market update.
CPD Hub
Find accredited webinars and articles on a variety of pensions topics that’ll help you gain points towards your annual CPD requirements while working from home.
Technical Central
Visit our Technical Central zone for some useful links and a range of easy to read articles about Coronavirus and what this means for you and your clients.
Service support
Your dedicated sales consultant is set up to support you remotely through email, telephone and GoToMeeting.
Our range of specialist teams also are set up to support you remotely. From new business illustrations, to helping you get up to speed with our tools and online service, they’re on hand to make sure you get the help you need.