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Pension online service

Our online service is designed to help you build more efficiency into your business - allowing you to focus on activities that add value.

Personal pensions - what you can do online

Our online service saves time and makes managing your clients’ pensions easier. Create instant quotes and applications, add and amend details, and track progress in real time.

Explore what you can do Explore what you can do

Workplace pensions - what you can do online

Manage day-to-day tasks - like creating quotes, producing annual reviews and adding new entrants - quickly and easily online.

Explore what you can do Explore what you can do

How to register

Registering for our online service is easy and can be completed online.

Find out how to register  

Using Unipass

Unipass is a simple solution to access financial services websites and tools without having to remember passwords.

Find out more  

Online service tools

We have a range of tools that are available through our online service.

Financial planning tool

Our financial planning tool uses economic forecasts supplied by Moody’s Analytics to help give clients a full picture of all their income sources and how their needs might change over time.

Find out more about the financial planning tool

Client review service

Help your clients see how their plan is doing by carrying out a cost-effective and personalised client review.

Find out more  

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.

Find out more  

New business tracker

Track pipeline business and keep your clients up to date with progress.

Find out more  

Supporting your clients

Client access

We provide a range of online services for individual and workplace clients.

Find out what's available  

Auto enrolment

Employers can use our online service for auto enrolment to ensure they meet their duties.

Explore how online service can help  

Resources

Online help and support

If you're having problems or would like to ask a question, we've got plenty of support available.​

Find out more  

Back office guide

Get instant valuations for your pensions and bonds via your back office system.

Find out which systems we support  

Contact us

We're here to support you. If you need help, get in touch - you can expect to deal with real people at every stage.​

Get in touch