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  • Online service for protection - quicker and easier - Royal London for advisers

    A quick and easy online service When it comes to delivering a user friendly online service, at Royal London we make things simple. Our online service gives you: Total flexibility – you can either complete an application yourself or send it to your clients to do in their own time.  If you do send...

  • How to register - Royal London for advisers

    How to register Registering for our online service is simple. Need a hand? Registering or password problems? Speak to our Adviser Support Team on 0345 608 0162 or email them sale@royallondon.com. Extra support? For anything else about our online service you can contact our Web Support team Anything...

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    Online service

  • one-off taxable income payment request - Royal London for advisers

    ...paying more tax. They may be able to reclaim any tax by visiting the HMRC website and completing the relevant online form. Tax rules depend on individual circumstances and may change.

  • Use our online service for pensions - Royal London for advisers

    Online service Our online service has been designed to help you reduce the time you spend on administration, allowing you to focus on activities that add value to your business. Getting Started How to register Registering for our online service is easy and can be completed online. Using Unipass...

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    Online service

  • Write a trust online - Royal London for advisers

    Online trusts Writing a protection plan under trust with us is easy. We can help you select the right trust for your client. And for our Business and Relevant Life Plan trusts you can now complete an online trust form without the need for an electronic or wet signature from your client or nominated...

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    Trusts

  • Service for protection - Royal London for advisers

    Service Everyone's different.... that's why we've designed our service to fit around the needs of you and your business. We believe great service is about making it easy to do business with us - however you choose. That's why we offer flexible and easy-to-use online technology, backed up with award...

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    Service protection

  • Online service - frequently asked questions - Royal London for advisers

    Online service - frequently asked questions We've collated the most common questions we're asked about our online service to help solve any problems or queries you might have. I'm having problems registering Please contact our Adviser Support team on 0345 608 0162 or by email on sale...

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    Frequently asked questions

    Online service

  • Online trusts - frequently asked questions - Royal London for advisers

    Online trusts - frequently asked questions Your questions answered There are many benefits to writing a plan in trust. You can now complete an online Business and Relevant Life Plan trust form without the need of an electronic or wet signature from your client or nominated trustees. This simplified...

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    Trusts

  • Online service log in - Royal London for advisers

    Online service log in Service availability Please note that our Pensions and Protection online services will be unavailable on Sunday 26 June in order for us to carry out essential maintenance. Every step has been taken to keep this interruption to our service to a minimum and we apologise for any...

  • Pensions CPD hub - Royal London for advisers

    Pensions & Investment CPD hub Online resources for your continued professional development You need to complete a minimum of 35 hours of CPD each year for retail investment activities, of which 21 hours should be structured. If you also sell insurance, the 15 hours required by the Insurance...

  • Online service help and support - Royal London for advisers

    Online service help and support Our online service has been designed to be simple to use but if you're having problems or would like to ask a question, we've got plenty of support available. Ongoing support Support material For you Back office guide Frequently asked questions For your clients...

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    Online service

  • Online service for auto enrolment - Royal London for advisers

    Online service for auto enrolment Once their auto enrolment scheme is in place, employers need to ensure they continue to meet their duties. That's why we've enhanced our online service to help employers run their scheme effectively and stay on track. Supporting the employer every step of the way...

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    Online service

  • What can you do? - Royal London for advisers

    What can you do? Our online service has a wide range of tools and features. It has been designed to help reduce the time you spend on day to day tasks and administration, allowing you to focus on activities that add value to your business. A quick overview Illustrations Tools At Retirement tool...

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    Online service

  • Submit applications easily - Royal London for advisers

    Submitting applications online Here you'll find more information about the various formats our application forms can be submitted to us. Personal pensions Workplace pensions Submitting personal pension application forms Personal pension submission portal Other ways we can help you You can use our...

  • Back office guide - Royal London for advisers

    Software (Capita) 2Plan IntelliFlo IRESS – Adviser Office IRESS - XPLAN True Potential Plum Software JCS Best Practice Assyst Registering and accessing client details To access your Royal London clients' policy details via back office systems you must first be registered for our online service...

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    Online service

  • Do you use Unipass? - Royal London for advisers

    Do you use Unipass? Unipass is a simple, single solution that provides you with access to most online financial services.  What’s more, having Unipass allows you to register for Origo’s Agency Administration service. Unipass Agency Administration What is it?  In simple terms, Unipass is a digital...

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    Online service

  • Unipass FAQs - Royal London for advisers

    ...is 0871 22 12345 and they are open Monday to Friday from 9am to 5pm, except Bank Holidays in Scotland or England. Q. I am registering for Royal London’s Online Service for the first time. How do I register my UNIPASS digital certificate? From the home page select "Register" from the left-hand menu...

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    Online service

  • Client access - Royal London for advisers

    Client access Our online service allows your clients to handle some of their own pension administration so they feel more in control. This cuts the time you need to spend dealing with queries and gives them immediate access to a range of information. For corporate clients Employers We've created...

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    Online service

  • End of tax year - IR servicing checklist and submission date - Royal London for advisers

    . Take an ad hoc income payment online We have two quick and easy to use online forms for one-off taxable income payment requests. We have an adviser version that you can use where you've provided advice and you’re submitting it on your client’s behalf. We also have a client version that you can send to your clients to use.

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    Blog

  • Adviser support - Royal London for advisers

    ...clients' financial wellbeing. And you introduce your clients to us if that's the best outcome for them. Your clients work with you to build financial resilience into their lives. They can count on us to keep them informed about the products they have and answer their day-to-day questions. Online tools...

  • Business Support Unit [pensions] - Royal London for advisers

    Business Support Unit Our dedicated Business Support Unit (BSU) have in-depth knowledge of the industry’s leading best advice systems and can help you get up to speed with our tools and online service. Your business support consultant offers you a dedicated, named point of contact who can help ease...

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    Business

    Online service

    Tools

  • Making logging in even easier - Royal London for advisers

    Making logging in even easier 28 June 2021 From mid-July we’re enhancing the way you and your clients log in to our online service. These changes will make it safer and simpler for you to access your account. At Royal London we’re consistently investing in the services we provide to advisers...

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    News

    Blog

  • Quote and apply - frequently asked questions - Royal London for advisers

    ...will be automatically transferred. You can tailor quotes to your clients needs and get instant decisions on the cover we can give them, getting the most out of the flexibility our products offer. The online application service is quick and easy to use. We've developed the screens to work with our paper data capture...

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    Frequently asked questions

  • Use our pre-sale underwriting tool - Royal London for advisers

    Pre-sale underwriting tool Get accurate indicative underwriting decisions at the touch of a button. Pre-sale underwriting tool Use your existing online service login, or register as a guest to get started. Log In We’re committed to making it easy to do business with us. That’s why we’ve created...

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    Tools protection

  • Tax year end key dates and information - Royal London for advisers

    Nether Alderley Macclesfield SK10 4EL We must receive this by 6pm on Monday 28 March 2022. Please note that any requests received after this date may not be paid in the 2021/22 tax year. Need help with online tools and services? Our dedicated Business Support Unit have in-depth knowledge...

  • 6 ways our online service makes it easier to do business from home - Royal London for advisers

    Six ways our online service makes it easier to do business digitally Sara Docherty 10 June 2022 Digital trends have been accelerated by Covid-19, with remote working becoming the new way of life for many of us. That’s why we wanted to give you some practical hints and tips that we hope...

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    Online service

    Tools

    Opportunity

    ...

  • Business Support Unit [protection] - Royal London for advisers

    Business Support Unit Our Business Support Unit (BSU) is your one-stop shop for help with the best advice systems, portals and all of Royal London’s online support services such as ‘quote and apply’. How will you help me? How do I get started? To find out how to get in touch with the Business...

  • Trusts made simple - Royal London for advisers

    . Therefore, it’s important when writing these policies that all the necessary ‘paperwork’ is completed at the right time. But, of course, the vast majority of life insurance applications are no longer made using a paper process. So it makes sense to have the option to create trusts online. Now online...

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    Relevant Life

    Trusts

  • Protecting employee data - Royal London for advisers

    ...to protect their data. Our new online data security form lets your clients send information in a safe end encrypted way, protecting their employees from potential identify theft and financial crime. We encourage your client to use this form when communicating with us online.

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    News

    Blog

  • Use our tools for pensions and retirement - Royal London for advisers

    Tools for pensions and retirement Here you'll find useful tools and guidance on how to use our online service to support your business. Pension tools Financial planning tool Gives your clients a full picture of their different sources of income and how their spending needs could change over time...

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    Tools

  • HMRC Pension Schemes Newsletters - Royal London for advisers

    ...you can help us Signing into online services Updating your details Newsletter 131 – July 2021 This includes information on the following: Relief at source - annual return of information for the 2020/2021 tax year Relief at source and National Insurance applications Managing Pension Schemes Service...

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    Information and guidance

  • Tax year end - Royal London for advisers

    ...questions. Learn more Start a quote Find out how saving more or switching to Royal London could make a difference to your client’s pension savings. Get a quote Make a single contribution How to pay Start client conversation Learn the latest Submit applications online without a signature It’s quick...

  • New business tracker - Royal London for advisers

    New business tracker We've introduced our new business tracker so that you can see what happens when we receive new business from you. Get started To use our Tracker, you must be registered for our online service: Log in or Register now Download our guide on how to use our online tracker Why use...

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    Tools

  • HMRC Trusts and Estates Newsletter - Royal London for advisers

    ...and estates with small amounts of savings income Trusts tax reform consultation Agent toolkits Update on changes to the non-dom rules and offshore trusts Trusts and Estates Newsletter: September 2017 This includes information on the following: Trusts registration service Inheritance tax (IHT) online Trusts...

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    Trusts

  • Personal pensions - Royal London for advisers

    ...at the Financial Adviser Service Awards for 13 years running, you can be confident we always have your clients’ best interests at heart. Deliver more online Reduce paperwork, save time, and drive down costs with our range of online tools. Financial planning tool   Give your clients a complete picture...

  • Trusts are more versatile than you think - Royal London for advisers

    ...is that it isn’t. For all personal protection arrangements, excluding Relevant Life Plans, trusts can be put in place at any time. We’ve made it easy for you to write plans under trust when applying for the cover or after the plan has been put in place. You can even arrange the trust online with our online...

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    Blog

  • We’re here to support you - Royal London for advisers

    ...it together into one place. How we support your client conversations Business Support Unit Our dedicated Business Support Unit have in-depth knowledge of the industry’s leading best advice systems. They can also help you submit applications online and get up to speed with our tools and online service...

  • Individual protection - Royal London for advisers

    ...for lifetime allowance protection has to do so online. The individual will need an HMRC Online Services Account, if they do not already have one they will have to create an account. Details of their lifetime allowance protections will be held on their online account. HMRC services: sign in or register...

  • Trust Registration Service (TRS) - Royal London for advisers

    ...a single online route for trusts to comply with their registration obligations and to obtain their Self-Assessment (SA) Unique Taxpayer Reference (UTR). Trusts require a UTR in order to submit the SA tax return. UK trusts that need to use the TRS An ‘express trust’ where the trustees have incurred...

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    Trusts

  • Looking after your client’s financial wellbeing - Royal London for advisers

    ...the support they need. And it’s all available through our app and online.   We’ll continue to support customers by adding more material as frequently as we can. A gentle nudge from us We’re keeping customers up to speed with important activity on their plan through our push notifications. We’re also...

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    Online service

    Personal pensions

    Workplace pensions

    ...

This website is intended for financial advisers only and shouldn't be relied upon by any other person. If you are not an adviser please visit royallondon.com.

The Royal London Mutual Insurance Society Limited is authorised by the Prudential Regulation Authority and regulated by the Financial Conduct Authority and the Prudential Regulation Authority. The firm is on the Financial Services Register, registration number 117672. It provides life assurance and pensions. Registered in England and Wales number 99064. Registered office: 55 Gracechurch Street, London, EC3V 0RL.