FOR ADVISERS ONLY

Client access

Our online service allows your clients to handle some of their own pension administration so they feel more in control. This cuts the time you need to spend dealing with queries and gives them immediate access to a range of information.

For corporate clients

Employers

We've created a range of services to make scheme management as painless as possible:

  • View scheme information - look up details about the scheme as a whole.
  • Contribution processing - send regular contributions to us online.
  • Auto enrolment scheme management - Our online service for auto enrolment will help them easily manage their auto enrolment scheme.
  • What if projections - look at the effect of paying extra contributions.
  • Track changes - keep track of any changes made to employees' policies online.

Employees

The level of access given to employees can be tailored to suit the needs of your client. If you would like more details, please contact your usual Royal London representative. Features include:

  • What if projections - look at the effect of paying extra contributions.
  • Online switching - switch existing funds and/or redirect future payments.
  • Change details - update personal and policy information.

For individual clients

Clients can access a wide variety of information and services, including:

  • Personal details - customer details, current contributions, contribution history, transactions, current investments, fund information and values.
  • Valuations - detailed breakdown of investment valuations.
  • Projections - select from a range of options including contribution changes and additional single premiums.
  • Yearly review details - current renewal details.
  • Investment changes - change investment options for current investment value and future contributions.
  • Online fund switching - allowing them to alter their fund selection or redirect future payments into the fund(s) of their choice
  • Income Release - clients can see their current plan value split between Savings Account and Income Release Account and their income payments
Last updated: 06 Feb 2018

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 royallondon.com.

The Royal London Mutual Insurance Society Limited is authorised by the Prudential Regulation Authority and regulated by the Financial Conduct Authority and the Prudential Regulation Authority. The firm is on the Financial Services Register, registration number 117672. It provides life assurance and pensions. Registered in England and Wales number 99064. Registered office: 55 Gracechurch Street, London, EC3V 0RL.