Client access service

Our personal pensions online service lets your clients quickly access information about their pension savings online, like:

• The value of their plan and any investment growth
• Contributions they've paid
• Charges they're paying
• Plan documents including yearly statements.

Your clients can also create their own illustrations, to:

• See what their pension savings might be worth in the future and the income they can provide
• Help prepare for advice meetings they'll have with you.

And, they can review and amend certain plan details, including:

• Make changes to investment choices
• Nominate beneficiaries or amend existing ones
• Update their personal information (e.g. email address).

Employers

We've created a range of services to make scheme management as painless as possible:

• View scheme information: look up details about the scheme as a whole
• Contribution processing: send regular contributions to us online
• Auto enrolment scheme management: Our online service for auto enrolment will help them easily manage their auto enrolment scheme
• What if projections: look at the effect of paying extra contributions
• Track changes: keep track of any changes made to employees' plans online.

Employees

The level of access given to employees can be tailored to suit the needs of your client. If you would like more details, please contact your usual Royal London representative. Features include:

• What if projections: look at the effect of paying extra contributions
• Online switching: switch existing funds and/or redirect future payments
• Change details: update personal and plan information.