How to register
Registering for our online service is easy and can be completed online.
Unipass is a simple solution to access financial services websites and tools without having to remember passwords.
Online service tools
We have a range of tools that are available through our online service.
Client review service
Help your clients see how their plan is doing by carrying out a cost-effective and personalised client review.
Drawdown governance service
This service helps you manage your clients in drawdown by letting you monitor the sustainability of their income and carry out quarterly reviews.
New business tracker
Get real-time case management for individual plans in our business tracker.
Supporting your clients
We provide a range of online services for individual and corporate clients.
Employers can use our online service for auto enrolment to ensure they meet their duties.
Online help and support
If you're having problems or would like to ask a question, we've got plenty of support available.
Back office guide
Get instant valuations for your pensions and bonds via your back office system.