• create client reports including a With Profits Summary Report for With Profits Bonds, Individual Pensions and Group Pensions
• view client, policy and payment information
  
• calculate illustrative maturity values
  
• calculate current surrender values and view a client's total aggregated valuation
  
• calculate illustrative surrender values
  
• view and request a Certificate of Premiums paid
  
• Change of address
  
• Fund Switching available on products marked * below
  
• New Business Tracking on new business applications and increments for bonds (not available for International bond), personal pensions and SIPP contracts (not available for Group Pensions)
  

Secure Service - you will be prompted to logon.

Life

·Endowment Assurance
·Whole of Life
·Low Cost Plan
·Minimum Cost Plan
·Start Up Plan
·Low Cost Plan - Early Maturity
·Start Up Plan - Early Maturity
·Standing Loan Plan
·Standing Loan Plan - Early Maturity
·Early Maturity Plan
·Homeplan*
·Homeplan Low Start*
·With Profits Bond
·Capital Investment Bond*
·Distribution Bond
·Whole of Life Investment Bond
·Variable Investment Bond*
·Versatile Investment Bond*
·International Bond
·Variable Protection Plan*
·Level Protection Plan
·Mortgage Protection Plan
·Renewable Protection Plan
·Family Income Protection Plan
·Inheritance Tax Protection Plan
·Critical Illness Protection Plan
·Convertible Protection Plan
·Discounted Gift Plan



* Fund Switching available

Pensions

·Personal Pension Plan*
·Personal Pension One*
·Group Personal Pension Plan*
·Group Personal Pension One*
·Group Self Invested Personal Pension
·Group Flexible Retirement Plan
·Group Personal Pension for Larger Employers*
·Free Standing AVC
·Stakeholder Pension Plan
·Group Stakeholder Pension Plan
·Corporate Stakeholder Pension Plan
·Personal Pension Flex*
·Group Personal Pension Flex*
·James Hay Self Invested Personal Pension Plan
·Executive Personal Pension

Mutual Funds

·ISA (excluding corporate)
·OEIC (excluding corporate)
·Unit Trust
·PEP
·Secured Capital Plan

SIPP Suite

·Self Invested Personal Pension Plan*
·Flexible Pension Plan*
·Pension Fund Withdrawal Plan*