Online Services
Pension Contribution Insurance has now closed to new business
New Retirement Expense Tool
Using ONS figures, we have developed a new calculator which you can use to help estimate how much your clients might spend in retirement.
Additional payments available online for AMPP and SIPP
You can now go online to make regular, single and transfer payments on AMPP (Active Money Personal Pension) and SIPP (Self Invested Personal Pension). Your client's details will be pre-populated using their existing AMPP or SIPP plan number to save you time.
Service directory
Can't find what you're looking for?
Our service directory lets you search by product to see what services are available, with links and phone numbers to access them.
Bulk Data Download
This enables you to request bulk downloads for a range of your clients’ group and individual pensions, bonds, occupational pension and endowments.
Adviser Payments
Adviser Payments service lets you view and print your statement following a settlement.
Integration Services
We are able to integrate a number of our online services with your front/back office system which enables you to streamline your business processes and helps you deliver a quality proposition to your clients.
The information on this site is for qualified financial advisers and must not be relied on by anyone else. If you are not an adviser please go to our customer website for more information about our products and services.
