Personal pensions - what you can do online

Perform key tasks quickly and easily.

Quickly create an online quote

Easily generate and manage quotes online.

Easily progress from quote to application

Once a quote is accepted by your client, turn it into an application in seconds.

Track the progress of new applications

Stay in touch with the progress of applications through our new business tracker with proactive task and email alerts.

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Need to change something? It’s easy online.

Easily change personal information

Manage your client's details including address, email, phone number and employment status.

Change or add beneficiaries

Easily manage your client's nominated beneficiaries online.

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Quickly generate engaging, easy-to-follow illustrations to share with your client and visually demonstrate the impact of making a change.

Quickly create, manage and edit illustrations online

If your client's considering a change, easily generate a clear and simple illustration for changes to:

• Additional contributions
• A change to regular contributions
• A change to adviser charges
• Retirement age.

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Choose new options for current investment and future contributions online, giving you more power to manage your client's plan.

Easily manage client investment choice

As risk profiles and priorities change during the lifetime of a plan, you can:

• Access a full fund breakdown
• Explore fund factsheets
• Review and change your client’s investment choice online.

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Easily and quickly manage contributions, transfers and adviser charges.

Easily add a single contribution

When your client wants to top up, you can do it online in minutes.

Simply add a transfer payment

Consolidate one or more additional pensions, with easy online transfers.

Add, stop or change regular contributions

Quickly and easily manage your client's regular contributions.

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