SLG LiveSite Portlet

Online Services

Additional payments available online for AMPP and SIPP

For AMPP (Active Money Personal Pension) and SIPP (Self Invested Personal Pension) you can submit online applications for additional payments. Payment types include:

• Regular payments
• Single Payments
• Transfer payments

Your client's details will be pre-populated using their existing AMPP or SIPP plan number, saving you time.

SLG LiveSite Portlet

Service directory

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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.

Fund filter (including daily prices and fact sheets)

Search for funds by fund name or fund code and view the fund price, performance, ratings, charges and links to full fund information.

Income Withdrawal Optimiser

This tool will help to demonstrate how to take retirement income tax efficiently. It will highlight how maximising the use of available allowances by varying the amount and source of income, can reduce the amount of tax your clients will pay.

Risk Questionnaires

Oxford Risk, an independent team of experts in risk profiling, have produced two questionnaires to help you assess your client’s attitude to risk.

Portfolio Analyser

Portfolio Analyser provides a simple and effective method of producing high quality, detailed reports of your client’s holdings or proposed investments.

MyFolio Lookthrough

The MyFolio Lookthrough tool helps you create personalised reports for your clients. It shows:

  • The asset class split between growth and defensive investments
  • Full details of all underlying funds
  • A breakdown of the percentage and value invested in each fund
  • Total MyFolio fund holdings

Charting Tool

Charting Tool gives you access to five fund types and over 55,000 funds. Comprehensive options allow you to compare the performance of funds, sectors and indices over defined time periods and generate reports.

Capped Drawdown Calculator

This calculator gives an idea of the maximum drawdown income available under the capped drawdown income option, and is dependent on age and fund value.

Salary Exchange Calculator

The purpose of this calculator is to allow you to demonstrate that a client who is employed can actually have a larger amount paid into their pension by using salary exchange.

Pension Carry Forward Calculator

This tool allows you to calculate your client’s available pension annual allowance for a tax year (including any unused allowance carried forward from earlier years).

FundZone charge calculator

The FundZone charge calculator estimates the costs associated with investing via FundZone.

It summarises the product charge, annual management charges and additional expenses based on the funds and amounts being invested - you can also add in initial and on-going adviser charges.

International Bond segments and withdrawals calculator

This calculator will help you select possible segment numbers and withdrawal amounts for International Bond and Wrap International Portfolio Bond where a regular withdrawal is required.