All the information you need, in one place
Our tracker tells you all you need to know, and it’s updated in real-time. In the dashboard, you can see:
- Transfers: When they're expected, what's been received, and what's outstanding
- Payments: Regular and single contributions, and transfer payments
- Information we need you to provide: With immediate updates when we receive requested information
- Remuneration: Details of payments you’ve agreed with your client
- Income payments: Details of Income Release payments made to your client
- Contact: Your Royal London consultant’s details, and numbers for new quotes and existing business queries.
Benefits of using our tracker
- Instant online access to key information: Instant access saves you time and delivers more efficiencies for your business
- Real-time updates: See exactly how your application is progressing, and keep your clients informed
- Proactive task and email alerts1: We'll let you know if additional information is needed from you through on-screen alerts. You'll also receive an email alert whenever the status of your client’s application changes
- Immediate remuneration updates: Our tracker tells you what’s been paid and what’s due.
1 Alerts available for applications made from December 2024.