Back-office guide

We're committed to helping you run your business easily and efficiently. That’s why we’re continually adding new service integrations and digital initiatives. 

Contract enquiry valuations

We currently support contract enquiry for the majority of the main back-office suppliers. Contract enquiry is a valuation service which enables you to send a Royal London single policy valuation to your back-office system. To use this service you'll need to be registered for our online service and have a valid Unipass digital certificate.

Contact your back-office supplier to see if contract enquiry is available for you.

Bulk valuations

Bulk valuations is our integrated policy valuation service that provides daily valuations to adviser back office systems. We’re able to offer this service to advisers whose back-office supplier is integrated with the Origo Integration Hub (OIH). 

Once bulk valuations have been set up, we'll automatically send all policy valuation data attached to your FCA reference to your back-office system.

Contact your back-office supplier to see if bulk valuations are available for you.

Remuneration feeds

Receive your firm's commission statements electronically using Royal London's EDI commission service.

We use the 3rd party system Opentext to send you the data which can be converted into other formats.

You can import the files to your back-office system for reconciliation and allocation to each adviser in your firm.

This service is available for pensions only. To request, please contact your back-office supplier.

What to do if you have a problem with any of the above integrated services?

In the first instance, please contact the relevant back-office system helpdesk for support.

If you have any queries, please contact our dedicated support team.