Back office guide
Users of most back office systems can get instant valuations for our pensions and bonds.
These 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 are looking for.
Plus they link directly in to our system, so for each plan you can view:
- the current plan value
- the value of the underlying funds
- the number of units held in each fund.
If you have any problems or questions, our web support team will be happy to help.
Get in touch via email at websupport@royallondon.com, or call 0345 605 0401.
This service can be used with the following Royal London products:
| Personal Pensions | Group Pensions | Bonds |
|---|---|---|
| Pension Portfolio | Retirement Solutions Group Personal Pension | Capital Investment Bond |
| Talisman Personal Pension Plan | Talisman Group Pension Plan | Capital Trust |
| Personal Pension Investment Plan | Retirement Solutions Group Stakeholder Plan | |
| Talisman Income Drawdown Plan | Talisman Personal Pension Plan | |
| Pension Portfolio Section 32 Buy Out Plan | Retirement Solutions Company Pension Scheme | |
| Talisman Section 32 Buy Out Plan | ||
| Talisman FSAVC Pension Plan | ||
| Individual Executive Plan | ||
| Talisman Executive Pension Plan | ||
| Executive Pension Investment Plan |
Our links with leading systems allow advisers to obtain, in real-time:
- Current plan value
- Value of the underlying funds
- Number of units held in each fund.
We currently link to the following systems:
- Adviser Cloud
- Family Capital
- Plannr
- IRESS (X-Plan)
- IRESS (Adviser Office)
- Intelliflo (Intelliflo Office)
- Dynamic Planner
- SSP
- True Potential
- Moneyinfo
- Premium (Plum Software)
- 2plan (Figure Out)
- Benchmark Capital
- JCS
- Assyst Software
- Synaptic
To use this feature, advisers must register with our online service and attach a Unipass Certificate to their account.
To access your Royal London clients' plan details via back office systems you must first be registered for our online service. This will also provide you with access to our secure extranet service with quotations, client details and plan servicing.
You will also need to have a Unipass certificate attached to your online service account. A Unipass certificate is available via the Unipass website (opens in a new window).
You can register using our simple online process. Please ensure that you connect your account to your Unipass certificate at registration.
The registration process usually takes less than 2 business days to set up access to all of your clients' plans.
Once the process has been completed, you will be able to use your Unipass certificate to access your clients' details.
To access the details of a Royal London client through your back office system you need to enter the client's personal details and Royal London plan number.
If the problem doesn't relate to a plan valuation for a Royal London product then you should contact the relevant system's helpdesk.
If your problem does relate to a Royal London valuation, our Web Support team are only an email or phone call away if you have any problems or questions.
Call them on 0345 605 0401 or email them at websupport@royallondon.com.
Alternatively, you can check the list of errors below for an explanation of what error messages mean and how to resolve them.
| Error No. Returned | Error Message Returned | Explanation |
|---|---|---|
| 1001 | Intermediary details are incorrect |
Our security checks suggest you are not allowed to view the plan number in question for one of a number of reasons:
|
| 1004 | Message failed security check |
This relates to your Unipass certificate or ID and password. This will likely be for one of five reasons:
|
| 1005 | Contract not found | The plan number is not recognised. It is likely the wrong number is entered into the Intelligent Office system. Please check that you have entered the correct plan number into the back office system. |
| 1009 | Contract reference must be supplied | Please contact our Web Support team. |
| 1011 | Enquiries on this Product Type/Sub Type not supported by the provider | Unfortunately we do not support every Royal London legacy plan for valuations. The plan types we support are indicated in the Back Office guide. |
| 1014 | Fund Code Type not supported by provider | The user can ask us to provide one of a number of fund codes. We support 'ISIN', 'SEDOL' and 'MEX' only. |
| 1016 | Valuation Type not supported | Please contact our Web Support team. |
| 1022 | Selected Retirement Dates/Ages unsupported. Planned Date/Age used instead | Please contact our Web Support team. |
| 1026 | Contract undergoing alteration. No data can be returned at this time | We are undertaking some work on this plan and has such are not able to confirm the accuracy of the valuations we provide. You should be able to receive a plan valuation in a few days. Please contact us directly if the plan valuation required is urgent. |
| 1027 | Provider system problem. Details cannot be returned. Please try later | We are experiencing some short term technical issues that do not allow us to issue a plan valuation. We always aim to resolve this as quickly as possible. |
| 1029 | This plan has been surrendered | The plan has been surrendered. For this reason we are no longer able to provide a fund valuation. You may wish to update your records. |
| 1030 | This plan has lapsed | The plan has lapsed. For this reason we are no longer able to provide a fund valuation. You may wish to update your records. |
| 1031 | This plan has matured | The plan has reached maturity date. For this reason we are no longer able to provide a fund valuation. You may wish to update your records. |
| 1032 | This plan has transferred | The plan has been transferred out. For this reason we are no longer able to provide a fund valuation. You may wish to update your records. |
| 1055 | The policyholder has died | We do not provide valuations for plans where we have been told the policyholder has died. |
This service can be used with the following Royal London products:
| Personal Pensions | Group Pensions | Bonds |
|---|---|---|
| Pension Portfolio | Retirement Solutions Group Personal Pension | Capital Investment Bond |
| Talisman Personal Pension Plan | Talisman Group Pension Plan | Capital Trust |
| Personal Pension Investment Plan | Retirement Solutions Group Stakeholder Plan | |
| Talisman Income Drawdown Plan | Talisman Personal Pension Plan | |
| Pension Portfolio Section 32 Buy Out Plan | Retirement Solutions Company Pension Scheme | |
| Talisman Section 32 Buy Out Plan | ||
| Talisman FSAVC Pension Plan | ||
| Individual Executive Plan | ||
| Talisman Executive Pension Plan | ||
| Executive Pension Investment Plan |
Our links with leading systems allow advisers to obtain, in real-time:
- Current plan value
- Value of the underlying funds
- Number of units held in each fund.
We currently link to the following systems:
- Adviser Cloud
- Family Capital
- Plannr
- IRESS (X-Plan)
- IRESS (Adviser Office)
- Intelliflo (Intelliflo Office)
- Dynamic Planner
- SSP
- True Potential
- Moneyinfo
- Premium (Plum Software)
- 2plan (Figure Out)
- Benchmark Capital
- JCS
- Assyst Software
- Synaptic
To use this feature, advisers must register with our online service and attach a Unipass Certificate to their account.
To access your Royal London clients' plan details via back office systems you must first be registered for our online service. This will also provide you with access to our secure extranet service with quotations, client details and plan servicing.
You will also need to have a Unipass certificate attached to your online service account. A Unipass certificate is available via the Unipass website (opens in a new window).
You can register using our simple online process. Please ensure that you connect your account to your Unipass certificate at registration.
The registration process usually takes less than 2 business days to set up access to all of your clients' plans.
Once the process has been completed, you will be able to use your Unipass certificate to access your clients' details.
To access the details of a Royal London client through your back office system you need to enter the client's personal details and Royal London plan number.
If the problem doesn't relate to a plan valuation for a Royal London product then you should contact the relevant system's helpdesk.
If your problem does relate to a Royal London valuation, our Web Support team are only an email or phone call away if you have any problems or questions.
Call them on 0345 605 0401 or email them at websupport@royallondon.com.
Alternatively, you can check the list of errors below for an explanation of what error messages mean and how to resolve them.
| Error No. Returned | Error Message Returned | Explanation |
|---|---|---|
| 1001 | Intermediary details are incorrect |
Our security checks suggest you are not allowed to view the plan number in question for one of a number of reasons:
|
| 1004 | Message failed security check |
This relates to your Unipass certificate or ID and password. This will likely be for one of five reasons:
|
| 1005 | Contract not found | The plan number is not recognised. It is likely the wrong number is entered into the Intelligent Office system. Please check that you have entered the correct plan number into the back office system. |
| 1009 | Contract reference must be supplied | Please contact our Web Support team. |
| 1011 | Enquiries on this Product Type/Sub Type not supported by the provider | Unfortunately we do not support every Royal London legacy plan for valuations. The plan types we support are indicated in the Back Office guide. |
| 1014 | Fund Code Type not supported by provider | The user can ask us to provide one of a number of fund codes. We support 'ISIN', 'SEDOL' and 'MEX' only. |
| 1016 | Valuation Type not supported | Please contact our Web Support team. |
| 1022 | Selected Retirement Dates/Ages unsupported. Planned Date/Age used instead | Please contact our Web Support team. |
| 1026 | Contract undergoing alteration. No data can be returned at this time | We are undertaking some work on this plan and has such are not able to confirm the accuracy of the valuations we provide. You should be able to receive a plan valuation in a few days. Please contact us directly if the plan valuation required is urgent. |
| 1027 | Provider system problem. Details cannot be returned. Please try later | We are experiencing some short term technical issues that do not allow us to issue a plan valuation. We always aim to resolve this as quickly as possible. |
| 1029 | This plan has been surrendered | The plan has been surrendered. For this reason we are no longer able to provide a fund valuation. You may wish to update your records. |
| 1030 | This plan has lapsed | The plan has lapsed. For this reason we are no longer able to provide a fund valuation. You may wish to update your records. |
| 1031 | This plan has matured | The plan has reached maturity date. For this reason we are no longer able to provide a fund valuation. You may wish to update your records. |
| 1032 | This plan has transferred | The plan has been transferred out. For this reason we are no longer able to provide a fund valuation. You may wish to update your records. |
| 1055 | The policyholder has died | We do not provide valuations for plans where we have been told the policyholder has died. |