We use strictly necessary cookies when you visit our website to give you the best experience possible and to keep things secure.
We'd also like your consent to set other cookies to help us improve our website and to tailor the marketing you see.
Online Services
Our wide range of online services allows you to manage your clients and your business quickly and efficiently.
Why Register for Online Services
Registering for our secure online services provides you with access to a wide range of services that allow you to
Track trade requests
Recall quotes created in the last 30 days (90 for AMPP and SIPP)
Get immediate access to your client records to manage their enquiries
Reuse the client data you've saved to reduce errors and save time
Research access to technical product and investment information
id
New business and top ups
Start a new quote and apply
This service enables you to create quotes for our group pension plans, individual pension plans and Bonds.
Find out more
Launch Quotes
Retrieve a quote and apply
Retrieve an existing quote you have started, produce the quote and start the application process.
Find out more
Retrieve a quote
Retrieve an existing application
For applications you have started, login to retrieve the application, complete the steps and submit online.
Find out more
Retrieve an application
New scheme enquiries
Submit new business enquires for workplace pension schemes allowing you to track enquiries online.
Launch New Scheme Enquiries
Bulk Data Download
Request a bulk download of your clients’ product information across a wide range of products.
Find out more
Launch Bulk Data Download
Adviser Payments
View and print statements following a settlement, helping you to cut down on your administration.
Find out more
Launch Adviser Payments
Integration Services
A number of our services can be integrated into back office systems enabling you to run your business efficiently.
Find out more
Register for online services
You need to log in to use our online services. If you’re not yet registered, you can sign up in just a few simple steps.
If you need any help registering, please call our helpdesk on 0345 60 60 036 . Call charges will vary.
You need to log in to use our online services. If you’re not yet registered, you can sign up in just a few simple steps.
If you need any help registering, please call our helpdesk on 0345 60 60 036 . Call charges will vary.
Service directory
Get access to all the services we offer and quickly find the support you need in our simple service directory.
Get access to all the services we offer and quickly find the support you need in our simple service directory.