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  5. Online service help and support

Online service help and support

Our online service has been designed to be simple to use but if you're having problems or would like to ask a question, we've got plenty of support available.​

Problems registering

If you’re having problems registering with the online service, the easiest way to get in touch with us is to use our general enquiries form.​
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If you prefer you can call our sales team who’ll be happy to help.​

Phone
0345 608 0162​

Open Monday to Friday 9am–5pm​

Adviser password resets

You can reset your password quickly and simply by using the password reset online form ​(opens in a new window).
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Enter your email address and we’ll send you an email with a link that’ll take you to a secure webpage.​
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You’ll then be able to request your unique 6-digit verification code that will be sent to your mobile phone via SMS – this way we know it’s you. Enter your new password and that’s it – you’re done.​
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If you’re still having problems resetting your password, please call our sales team who’ll be happy to help.​

Phone ​
0345 608 0162​

Open Monday to Friday 9am–5pm​

Problems with Unipass

For new users, you can register your certificate during the registration process. If you're an existing user, it's simple to register your certificate. Just enter your user name and password, then click the Unipass login button. This will lead you through the process automatically.​

Back-office support

Back-office systems have been designed to ease the pressures of administration and compliance, allowing you to see a client's entire financial portfolio and freeing up more of your time to give clients the advice they're looking for.​

Learn more about back office systems  

Frequently asked questions​

We've collated the most common questions we're asked about our online service to help solve any problems or queries you might have.​

Please check that all 3rd party pop-up blocker software is set to allow pop-ups from our website.

Please contact your usual Royal London representative.

The plan may be held against a different agency number. Please use the agency selection tool.

To find out what back-office systems we link with please speak to your usual Royal London contact or alternatively please follow the link to our back-office guide.

We support Microsoft Edge, Chrome and Firefox on Windows PCs.

You can set different levels of access for scheme members. Please call our Web Support team on 0345 605 0050 to discuss the options. Please note that access can't be tailored for individual policyholders.

Contracts Online functionality
Crest
  • No online functionality available.
Talisman GPP
  • Scheme information
  • Bulk data requests
  • View plan details
  • Printable plan summary.
Talisman GPS

Versions 1 to 4

  • View plan details
  • View fund value
  • View scheme information
  • Bulk data request
  • 'What if' projection quotation
  • Printable plan summary.

Versions 5 and 6

  • View plan details
  • View fund value
  • 'What if' projection quotation
  • New entrant illustrations can be keyed
  • Payment processing
  • Bulk data requests
  • Yearly reviews
  • Printable plan summary.
Retirement Solutions

Versions 1 to 4

  • Payment processing
  • Yearly reviews
  • Bulk data download
  • Adding new entrants to the scheme
  • 'What if' projection quotations
  • Investment switching
  • Changing member details
  • Changing scheme details
  • View plan details
  • View fund value
  • Noticeboard
  • Printable plan summary
  • View scheme details
  • Historical scheme details
  • Make additional payments
  • Track policy changes
  • Track scheme changes
  • Management information
  • RAG reports.
Pension Portfolio & individual pensions
  • Quote and apply
  • View plan details
  • Obtain fund values
  • Yearly reviews
  • 'What if' projection quotations
  • Investment switching
  • Printable plan summary.
Talisman Personal Pension
  • View plan details
  • Printable plan summary.
Stocks and Shares ISA
  • Quotes for new business and increments
  • Submit applications
  • Create illustrations
  • Make single, regular and transfer payments
  • View performance, growth and transaction history
  • See current plan valuations
  • View adviser charges
  • View communications sent in the document library
  • Change investment choice
  • Process withdrawals for singles and regulars
  • Update personal details (address, contact details, email)
  • Update marketing preferences.

Further support