Online Services
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.
Quotes
This service allows you to produce quotes for Group Pensions, Individual Pensions and Bonds.
Online New Business
For new customers, you can submit new business online and, for existing customers you can top up online for SIPP and AMPP
FundZone
FundZone gives you access to over 4500 funds from more than 130 fund managers.
New Scheme Enquiries
You can submit new business online for new - good to go qualifying workplace pension schemes.
Inflation Calculator
This calculator converts between inflation-adjusted illustration values (real terms) and illustrative values that take no account of inflation (nominal terms).
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.
