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 feature enables you to request a time-saving bulk download of a range of your clients’ product information. This includes group and individual pension plans, bonds, occupational pension plans and endowments.
Adviser Payments
Our Adviser Payments service enables you to view and print your statement following a settlement. It’s a quick way to generate statements and cut down on admin.
Integration Services
A number of our online services can be integrated into your front and back office systems. This helps you streamline your business processes, manage client accounts more effectively and save time.
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.
