Service Directory

Select a product to view the transactional services we offer (online or by phone) and how to access each one.



Select a product to find out
which transactional services
are available

Self Invested Personal Pension - eg D1000000000
New business
New client
Quote - Transfer paymentQuote online now
Quote - Regular and single paymentQuote online now
Quote - DrawdownQuote online now
Quote - Dependants/
Beneficiaries plan
0345 0845 000
ApplyApply online now
Apply Dependants/
Beneficiaries plan
0345 0845 000
Tracking0345 601 8050
Existing client
Quote - Transfer paymentQuote online now
Quote - Regular and single paymentQuote online now
Quote - DrawdownQuote online now
Quote - Dependants/
Beneficiaries plan
0345 0845 000
ApplyApply online now
Apply Dependants/
Beneficiaries plan
0345 0845 000
Tracking0345 601 8050
Client servicing
Inform
Personal detailsView online
Current valuationView online
Transfer valuationView online
Investment breakdownView online
Premium informationView online
Cash transactionsView online
Drawdown detailsView online
Gad reviewView online
Report
Client reportOnline reporting
Provide information packOnline reporting
Client annual statementOnline reporting
With profits reportOnline reporting
Certificate of premiums paidOnline reporting
Illustrative maturity value quoteOnline reporting
Fund fact sheet/KIIDSOnline reporting
Update
Add more moneyApply online now
Fund switchSwitch online
Update personal details0345 0845 000
Change addressUpdate online
Change payments0345 0845 000
Change drawdown0345 0845 000
Make a claim/closure0345 634 7477
Manage adviser chargingManage online
Other services and tools
Adviser paymentsView online
Bulk data downloadOnline reporting
Bulk tracking0345 601 8050
Tools and calculatorsAccess online
Literature libraryView online
Active Money Personal Pension - eg D1000000000
New business
New client
Quote - Transfer paymentQuote online now
Quote - Regular and single paymentQuote online now
ApplyApply online now
Tracking0345 601 8050
Existing client
Quote - Transfer paymentQuote online now
Quote - Regular and single paymentQuote online now
ApplyApply online now
Tracking0345 601 8050
Client servicing
Inform
Personal detailsView online
Current valuationView online
Transfer valuationView online
Investment breakdownView online
Premium informationView online
Cash transactionsView online
Report
Client reportOnline reporting
Provide information packOnline reporting
Client annual statementOnline reporting
With profits reportOnline reporting
Certificate of premiums paidOnline reporting
Illustrative maturity value quoteOnline reporting
Fund fact sheet/KIIDSOnline reporting
Update
Add more moneyApply online now
Fund switchSwitch online
Update personal details0345 0845 000
Change addressUpdate online
Change payments0345 0845 000
Change drawdown0345 0845 000
Make a claim/closure0345 634 7477
Manage adviser chargingManage online
Other services and tools
Adviser paymentsView online
Bulk data downloadOnline reporting
Bulk tracking0345 601 8050
Tools and calculatorsAccess online
Literature libraryView online
Flexible Retirement Plan - eg D2000000000
New business
Quote - Transfer payment0345 279 8899
Quote - Regular and single payment0345 279 8899
Apply0800 634 7476
Tracking0800 634 7476
Client servicing
Inform
Personal detailsView online
Current valuationView online
Transfer valuationView online
Investment breakdownView online
Premium informationView online
Report
Client reportOnline reporting
Provide information packOnline reporting
Client annual statement0800 634 7476
With profits report0800 634 7476
Certificate of premiums paidOnline reporting
Illustrative maturity value quoteOnline reporting
Fund fact sheet/KIIDSOnline reporting
Update
Fund switchSwitch online
Update personal details0800 634 7476
Change addressUpdate online
Change payments0800 634 7476
Make a claim/closure0800 634 7477
Manage adviser chargingManage online
Other services and tools
Adviser paymentsView online
Bulk data downloadOnline reporting
Bulk tracking0800 634 7476
Tools and calculatorsAccess online
Literature library0800 634 7476
Personal Pension Plan - eg K1000000000
New business
Quote - Transfer paymentQuote online now
Quote - Regular and single paymentQuote online now
Apply0800 634 7476
Tracking0800 634 7476
Client servicing
Inform
Personal detailsView online
Current valuationView online
Transfer valuationView online
Investment breakdownView online
Premium informationView online
Report
Client reportOnline reporting
Provide information packOnline reporting
Client annual statementOnline reporting
With profits reportOnline reporting
Certificate of premiums paidOnline reporting
Illustrative maturity value quoteOnline reporting
Fund fact sheet/KIIDSOnline reporting
Update
Fund switchSwitch online
Update personal details0800 634 7476
Change addressUpdate online
Change payments0800 634 7476
Make a claim/closure0800 634 7477
Other services and tools
Adviser paymentsView online
Bulk data downloadOnline reporting
Bulk tracking0800 634 7476
Tools and calculatorsAccess online
Literature libraryView online
Personal Pension One - eg K1000000000
New business
Quote - Transfer paymentQuote online now
Quote - Regular and single paymentQuote online now
Apply0800 634 7476
Tracking0800 634 7476
Client servicing
Inform
Personal detailsView online
Current valuationView online
Transfer valuationView online
Investment breakdownView online
Premium informationView online
Report
Client reportOnline reporting
Provide information packOnline reporting
Client annual statementOnline reporting
With profits reportOnline reporting
Certificate of premiums paidOnline reporting
Illustrative maturity value quoteOnline reporting
Fund fact sheet/KIIDSOnline reporting
Update
Fund switchSwitch online
Update personal details0800 634 7476
Change addressUpdate online
Change payments0800 634 7476
Make a claim/closure0800 634 7477
Other services and tools
Adviser paymentsView online
Bulk data downloadOnline reporting
Bulk tracking0800 634 7476
Tools and calculatorsAccess online
Literature libraryView online
Personal Pension Flex - eg K1000000000
New business
Quote - Transfer paymentQuote online now
Quote - Regular and single paymentQuote online now
Apply0800 634 7476
Tracking0800 634 7476
Client servicing
Inform
Personal detailsView online
Current valuationView online
Transfer valuationView online
Investment breakdownView online
Premium informationView online
Report
Client reportOnline reporting
Provide information packOnline reporting
Client annual statementOnline reporting
With profits reportOnline reporting
Certificate of premiums paidOnline reporting
Illustrative maturity value quoteOnline reporting
Fund fact sheet/KIIDSOnline reporting
Update
Fund switchSwitch online
Update personal details0800 634 7476
Change addressUpdate online
Change payments0800 634 7476
Make a claim/closure0800 634 7477
Other services and tools
Adviser paymentsView online
Bulk data downloadOnline reporting
Bulk tracking0800 634 7476
Tools and calculatorsAccess online
Literature libraryView online
Individual Stakeholder Pension Plan - eg K8000000000
New business
New client
Quote - Transfer paymentQuote online now
Quote - Regular and single paymentQuote online now
Apply0800 634 7476
Tracking0800 634 7476
Existing client
Quote - Transfer paymentQuote online now
Quote - Regular and single paymentQuote online now
Apply0800 634 7476
Tracking0800 634 7476
Client servicing
Inform
Personal detailsView online
Current valuationView online
Transfer valuationView online
Investment breakdownView online
Premium informationView online
Report
Client reportOnline reporting
Provide information packOnline reporting
Client annual statement0800 634 7476
With profits reportOnline reporting
Certificate of premiums paidOnline reporting
Illustrative maturity value quoteOnline reporting
Fund fact sheet/KIIDSOnline reporting
Update
Fund switch0345 606 0012
Update personal details0800 634 7476
Change addressView online
Change payments0800 634 7476
Make a claim/closure0800 634 7477
Other services and tools
Adviser paymentsView online
Bulk data downloadOnline reporting
Bulk tracking0800 634 7476
Tools and calculatorsAccess online
Literature libraryView online
Free Standing Additional Voluntary Contribution - eg K9000000000
New business
Quote - Transfer payment0345 279 8899
Quote - Regular and single payment0345 279 8899
Apply0800 634 7476
Tracking0800 634 7476
Client servicing
Inform
Personal detailsView online
Current valuationView online
Transfer valuationView online
Investment breakdownView online
Premium informationView online
Report
Client reportOnline reporting
Provide information packOnline reporting
Client annual statementOnline reporting
With profits reportOnline reporting
Certificate of premiums paidOnline reporting
Illustrative maturity value quoteOnline reporting
Fund fact sheet/KIIDSOnline reporting
Update
Fund switch0345 606 0012
Update personal details0800 634 7476
Change addressView online
Change payments0800 634 7476
Make a claim/closure0800 634 7477
Other services and tools
Adviser paymentsView online
Bulk data downloadOnline reporting
Bulk tracking0800 634 7476
Tools and calculatorsAccess online
Literature libraryView online
Transfer Plan - Section 32 Buy Out - eg H4800000001
New business
Apply0800 634 7476
Tracking0800 634 7476
Client servicing
Inform
Personal detailsView online
Current valuationView online
Transfer valuationView online
Investment breakdownView online
Premium informationView online
Cash transactionsView online
Drawdown detailsView online
Gad reviewView online
Report
Client reportOnline reporting
Provide information packOnline reporting
Client annual statementOnline reporting
With profits report0345 606 0008
Certificate of premiums paid0345 606 0008
Illustrative maturity value quote0345 606 0008
Fund fact sheet/KIIDSOnline reporting
Update
Fund switch0345 606 0159
Update personal details0345 606 0008
Change addressUpdate online
Change payments0345 606 0008
Make a claim/closure0345 6060 027
Other services and tools
Adviser paymentsView online
Bulk tracking0345 606 0008
Tools and calculatorsAccess online
Literature library0345 606 0008
Individual Buy Out Plan - Section 32 Buy Out - eg HM1000000001
New business
Apply0800 634 7476
Tracking0800 634 7476
Client servicing
Inform
Personal detailsView online
Current valuationView online
Transfer valuationView online
Investment breakdownView online
Premium informationView online
Report
Client reportOnline reporting
Provide information packOnline reporting
Client annual statementOnline reporting
With profits report0345 606 0008
Certificate of premiums paid0345 606 0008
Illustrative maturity value quote0345 606 0008
Fund fact sheet/KIIDSOnline reporting
Update
Fund switch0345 606 0159
Update personal details0345 606 0080
Change addressView online
Change payments0345 606 0008
Make a claim/closure0345 606 0027
Other services and tools
Adviser paymentsView online
Bulk tracking0345 606 0008
Tools and calculatorsAccess online
Literature library0345 606 0008
Executive Pension Plan - eg H1000000001
New business
New client
Quote - Transfer payment0345 279 8899
Quote - Regular and single payment0345 279 8899
Apply0345 279 8899
Tracking0345 279 8899
Existing client
Quote - Transfer payment0345 279 8899
Quote - Regular and single payment0345 279 8899
Apply0800 634 7476
Tracking0800 634 7476
Client servicing
Inform
Personal detailsView online
Current valuationView online
Transfer valuationView online
Investment breakdownView online
Premium informationView online
Report
Client reportOnline reporting
Provide information packOnline reporting
Client annual statementOnline reporting
With profits reportOnline reporting
Certificate of premiums paidOnline reporting
Illustrative maturity value quoteOnline reporting
Fund fact sheet/KIIDSOnline reporting
Update
Fund switch0345 606 0159
Update personal details0345 606 0008
Change addressView online
Change payments0345 606 0008
Make a claim/closure0345 606 0027
Other services and tools
Adviser paymentsView online
Bulk data downloadOnline reporting
Bulk tracking0345 279 8899
Tools and calculatorsAccess online
Literature libraryView online
Small Self-Administered Scheme - eg H5000000001
New business
Apply0345 606 0018
Tracking0345 606 0018
Client servicing
Inform
Personal details0345 606 0018
Current valuation0345 606 0018
Transfer valuation0345 606 0018
Investment breakdown0345 606 0018
Premium information0345 606 0018
Cash transactions0345 606 0018
Drawdown details0345 606 0018
Gad review0345 606 0018
Report
Client report0345 606 0018
Provide information pack0345 606 0018
Client annual statement0345 606 0018
With profits report0345 606 0018
Certificate of premiums paid0345 606 0018
Illustrative maturity value quote0345 606 0018
Fund fact sheet/KIIDS0345 606 0018
Update
Fund switch0345 606 0018
Update personal details0345 606 0018
Change address0345 606 0018
Change payments0345 606 0018
Change drawdown0345 606 0018
Make a claim/closure0345 606 0018
Manage adviser charging0345 606 0018
Other services and tools
Adviser paymentsView online
Bulk tracking0345 606 0018
Tools and calculatorsAccess online
Literature libraryAccess online
Retirement Annuity Contract - Section 226(S620) - eg 6000060A
New business
Quote - Transfer payment0345 279 8899
Quote - Regular and single payment0345 279 8899
Apply0800 634 7476
Tracking0801 634 7476
Client servicing
Inform
Personal detailsView online
Current valuationView online
Transfer valuationView online
Investment breakdownView online
Premium informationView online
Report
Client reportOnline reporting
Provide information packOnline reporting
Client annual statementOnline reporting
With profits report0800 634 7476
Certificate of premiums paid0800 634 7476
Illustrative maturity value quote0800 634 7476
Fund fact sheet/KIIDSOnline reporting
Update
Fund switch0345 606 0012
Update personal details0800 634 7476
Change addressView online
Change payments0800 634 7476
Make a claim/closure0800 634 7477
Other services and tools
Adviser paymentsView online
Bulk data downloadOnline reporting
Bulk tracking0345 606 0008
Tools and calculatorsAccess online
Literature library0800 634 7476
Group Flexible Retirement Plan - eg D2000000000
Group Scheme Services
Group scheme set up
Scheme priceQuote online now
Scheme applyApply online now
Group scheme management
All your schemes with SLView online
Plan and payment informationView online
Make a paymentPay online
Payment schedulesSubmit online
Client personal detailsChange online
Client addressChange online
Scheme leaversView online
Individual Member Services
New member - New business
Quote - Transfer paymentQuote online now
Quote - Regular and single paymentQuote online now
Apply0345 60 60 057
Tracking0345 60 60 057
Existing member - New business
Quote - Transfer paymentQuote online now
Quote - Regular and single paymentQuote online now
Apply0345 606 0057
Tracking0345 606 0057
Member Servicing
Inform
Personal detailsView online
Current valuationView online
Transfer valuationView online
Investment breakdownView online
Premium informationView online
Report
Client reportOnline reporting
Provide information packOnline reporting
Client annual statementOnline reporting
With profits reportOnline reporting
Certificate of premiums paidOnline reporting
Illustrative maturity value quoteOnline reporting
Fund fact sheet/KIIDsOnline reporting
Update
Fund SwitchSwitch online
Update personal detailsUpdate online
Change addressUpdate online
Change premiumsUpdate online
Make a claim/closure0800 634 7477
Manage adviser chargingManage online
Other services and tools
Adviser paymentsView online
Bulk data downloadOnline reporting
Bulk tracking0345 60 60 057
Tools and calculatorsAccess online
Library literatureView online
Group Self Invested Personal Pension - eg D1000000000
Group Scheme Services
Group scheme set up
Scheme priceQuote online now
Scheme applyApply online now
Group scheme management
All your schemes with SLView online
Plan and payment informationView online
Make a paymentPay online
Payment schedulesSubmit online
Client personal detailsChange online
Client addressChange online
Scheme leaversView online
Individual Member Services
New member - New business
Quote - Transfer paymentQuote online now
Quote - Regular and single paymentQuote online now
Quote - Drawdown0345 279 8899
Apply0345 60 60 057
Tracking0345 60 60 057
Existing member - New business
Quote - Transfer paymentQuote online now
Quote - Regular and single paymentQuote online now
Quote - Drawdown0345 279 8899
Apply0345 606 0057
Tracking0345 606 0057
Member Servicing
Inform
Personal detailsView online
Current valuationView online
Transfer valuationView online
Investment breakdownView online
Premium informationView online
Cash transactions0345 606 0057
Drawdown details0345 084 5000
GAD review0345 606 0057
Report
Client reportOnline reporting
Provide information packOnline reporting
Client annual statementOnline reporting
With profits reportOnline reporting
Certificate of premiums paidOnline reporting
Illustrative maturity value quoteOnline reporting
Fund fact sheet/KIIDsOnline reporting
Update
Fund SwitchSwitch online
Update personal detailsUpdate online
Change addressUpdate online
Change premiumsUpdate online
Change drawdown0345 084 5000
Make a claim/closure0800 634 7477
Manage adviser chargingManage online
Other services and tools
Adviser paymentsView online
Bulk data downloadOnline reporting
Bulk tracking0345 60 60 057
Tools and calculatorsAccess online
Library literatureView online
Trust Based Pension (Occupational) - eg TM1000000001
Group Scheme Services
Group scheme set up
Scheme price0345 279 2000
Scheme apply0345 279 2000
Group scheme management
All your schemes with SLView online
Plan and payment informationView online
Make a paymentPay online
Payment schedulesSubmit online
Client personal detailsChange online
Client addressChange online
Scheme leaversView online
Member Servicing
Inform
Personal detailsView online
Current valuationView online
Transfer valuationView online
Investment breakdownView online
Premium informationView online
Report
Client reportOnline reporting
Provide information packOnline reporting
Client annual statementOnline reporting
With profits reportOnline reporting
Certificate of premiums paidOnline reporting
Illustrative maturity value quoteOnline reporting
Fund fact sheet/KIIDsOnline reporting
Update
Fund Switch0345 606 0159
Update personal detailsUpdate online
Change addressUpdate online
Change premiumsUpdate online
Make a claim/closure0800 634 7477
Other services and tools
Adviser paymentsView online
Bulk tracking0800 634 7479
Tools and calculatorsAccess online
Library literatureView online
Group Personal Pension Plan - eg K1000000000
Group Scheme Services
Group scheme management
All your schemes with SLView online
Plan and payment informationView online
Make a paymentPay online
Payment schedulesSubmit online
Client personal detailsChange online
Client addressChange online
Scheme leaversView online
Individual Member Services
New member - New business
Quote - Transfer paymentQuote online now
Quote - Regular and single paymentQuote online now
Apply0800 634 7479
Tracking0800 634 7479
Existing member - New business
Quote - Transfer paymentQuote online now
Quote - Regular and single paymentQuote online now
Apply0800 634 7479
Tracking0800 634 7479
Member Servicing
Inform
Personal detailsView online
Current valuationView online
Transfer valuationView online
Investment breakdownView online
Premium informationView online
Report
Client reportOnline reporting
Provide information packOnline reporting
Client annual statementOnline reporting
With profits reportOnline reporting
Certificate of premiums paidOnline reporting
Illustrative maturity value quoteOnline reporting
Fund fact sheet/KIIDsOnline reporting
Update
Fund SwitchSwitch online
Update personal detailsUpdate online
Change addressUpdate online
Change premiumsUpdate online
Make a claim/closure0800 634 7477
Other services and tools
Adviser paymentsView online
Bulk data downloadOnline reporting
Bulk tracking0800 634 7479
Tools and calculatorsAccess online
Library literatureView online
Group Personal Pension One - eg K1000000000
Group Scheme Services
Group scheme management
All your schemes with SLView online
Plan and payment informationView online
Make a paymentPay online
Payment schedulesSubmit online
Client personal detailsChange online
Client addressChange online
Scheme leaversView online
Individual Member Services
New member - New business
Quote - Transfer paymentQuote online now
Quote - Regular and single paymentQuote online now
Apply0800 634 7479
Tracking0800 634 7479
Existing member - New business
Quote - Transfer paymentQuote online now
Quote - Regular and single paymentQuote online now
Apply0800 634 7479
Tracking0800 634 7479
Member Servicing
Inform
Personal detailsView online
Current valuationView online
Transfer valuationView online
Investment breakdownView online
Premium informationView online
Report
Client reportOnline reporting
Provide information packOnline reporting
Client annual statementOnline reporting
With profits reportOnline reporting
Certificate of premiums paidOnline reporting
Illustrative maturity value quoteOnline reporting
Fund fact sheet/KIIDsOnline reporting
Update
Fund SwitchSwitch online
Update personal detailsUpdate online
Change addressUpdate online
Change premiumsUpdate online
Make a claim/closure0800 634 7477
Other services and tools
Adviser paymentsView online
Bulk data downloadOnline reporting
Bulk tracking0800 634 7479
Tools and calculatorsAccess online
Library literatureView online
Group Personal Pension (Flexible) - eg K1000000000
Group Scheme Services
Group scheme management
All your schemes with SLView online
Plan and payment informationView online
Make a paymentPay online
Payment schedulesSubmit online
Client personal detailsChange online
Client addressChange online
Scheme leaversView online
Individual Member Services
New member - New business
Quote - Transfer paymentQuote online now
Quote - Regular and single paymentQuote online now
Apply0800 634 7479
Tracking0800 634 7479
Existing member - New business
Quote - Transfer paymentQuote online now
Quote - Regular and single paymentQuote online now
Apply0800 634 7479
Tracking0800 634 7479
Member Servicing
Inform
Personal detailsView online
Current valuationView online
Transfer valuationView online
Investment breakdownView online
Premium informationView online
Report
Client reportOnline reporting
Provide information packOnline reporting
Client annual statementOnline reporting
With profits reportOnline reporting
Certificate of premiums paidOnline reporting
Illustrative maturity value quoteOnline reporting
Fund fact sheet/KIIDsOnline reporting
Update
Fund SwitchSwitch online
Update personal detailsUpdate online
Change addressUpdate online
Change premiumsUpdate online
Make a claim/closure0800 634 7477
Other services and tools
Adviser paymentsView online
Bulk data downloadOnline reporting
Bulk tracking0800 634 7479
Tools and calculatorsAccess online
Library literatureView online
Group Stakeholder - eg K8000000000
Group Scheme Services
Group scheme set up
Scheme price0345 279 2000
Scheme apply0345 279 2000
Group scheme management
All your schemes with SLView online
Plan and payment informationView online
Make a paymentPay online
Payment schedulesSubmit online
Client personal detailsChange online
Client addressChange online
Scheme leaversView online
Individual Member Services
New member - New business
Quote - Transfer paymentQuote online now
Quote - Regular and single paymentQuote online now
Apply0800 634 7479
Tracking0800 634 7479
Existing member - New business
Quote - Transfer paymentQuote online now
Quote - Regular and single paymentQuote online now
Apply0800 634 7479
Tracking0800 634 7479
Member Servicing
Inform
Personal detailsView online
Current valuationView online
Transfer valuationView online
Investment breakdownView online
Premium informationView online
Report
Client reportOnline reporting
Provide information packOnline reporting
Client annual statementOnline reporting
With profits reportOnline reporting
Certificate of premiums paidOnline reporting
Illustrative maturity value quoteOnline reporting
Fund fact sheet/KIIDsOnline reporting
Update
Fund Switch0345 606 0159
Update personal detailsView online
Change addressView online
Change premiumsView online
Make a claim/closure0800 634 7477
Other services and tools
Adviser paymentsView online
Bulk data downloadOnline reporting
Bulk tracking0800 634 7479
Tools and calculatorsAccess online
Library literatureView online
Corporate Stakeholder - eg K8000000000
Group Scheme Services
Group scheme set up
Scheme price0345 279 2000
Scheme apply0345 279 2000
Group scheme management
All your schemes with SLView online
Plan and payment informationView online
Make a paymentPay online
Payment schedulesSubmit online
Client personal detailsChange online
Client addressChange online
Scheme leaversView online
Individual Member Services
New member - New business
Quote - Transfer paymentQuote online now
Quote - Regular and single paymentQuote online now
Apply0800 634 7479
Tracking0800 634 7479
Existing member - New business
Quote - Transfer paymentQuote online now
Quote - Regular and single paymentQuote online now
Apply0800 634 7479
Tracking0800 634 7479
Member Servicing
Inform
Personal detailsView online
Current valuationView online
Transfer valuationView online
Investment breakdownView online
Premium informationView online
Report
Client reportOnline reporting
Provide information packOnline reporting
Client annual statementOnline reporting
With profits reportOnline reporting
Certificate of premiums paidOnline reporting
Illustrative maturity value quoteOnline reporting
Fund fact sheet/KIIDsOnline reporting
Update
Fund Switch0345 606 0159
Update personal detailsView online
Change addressView online
Change premiumsView online
Make a claim/closure0800 634 7477
Other services and tools
Adviser paymentsView online
Bulk data downloadOnline reporting
Bulk tracking0800 634 7479
Tools and calculatorsAccess online
Library literatureView online
Group Personal Pension for Larger Employers - eg K1000000000
Group Scheme Services
Group scheme management
All your schemes with SLView online
Plan and payment informationView online
Make a paymentPay online
Payment schedulesSubmit online
Client personal detailsChange online
Client addressChange online
Scheme leaversView online
Individual Member Services
New member - New business
Quote - Transfer paymentQuote online now
Quote - Regular and single paymentQuote online now
Apply0345 279 8899
Tracking0345 279 8899
Existing member - New business
Quote - Transfer paymentQuote online now
Quote - Regular and single paymentQuote online now
Apply0345 279 8899
Tracking0345 279 8899
Member Servicing
Inform
Personal detailsView online
Current valuationView online
Transfer valuationView online
Investment breakdownView online
Premium informationView online
Report
Client reportOnline reporting
Provide information packOnline reporting
Client annual statementOnline reporting
With profits reportOnline reporting
Certificate of premiums paidOnline reporting
Illustrative maturity value quoteOnline reporting
Fund fact sheet/KIIDsOnline reporting
Update
Fund SwitchSwitch online
Update personal detailsUpdate online
Change addressUpdate online
Change premiumsUpdate online
Make a claim/closure0800 634 7477
Other services and tools
Adviser paymentsView online
Bulk data downloadOnline reporting
Bulk tracking0800 634 7479
Tools and calculatorsAccess online
Library literatureView online
Contracted In Money Purchase (Occupational) - eg H80000/1
Group Scheme Services
Group scheme management
All your schemes with SLView online
Plan and payment informationView online
Make a paymentPay online
Payment schedulesSubmit online
Client personal detailsChange online
Client addressChange online
Scheme leaversView online
Individual Member Services
New member - New business
Quote - Transfer payment0345 279 8899
Quote - Regular and single payment0345 279 8899
Apply0345 279 8899
Tracking0345 279 8899
Existing member - New business
Quote - Transfer payment0800 634 7480
Quote - Regular and single payment0800 634 7480
Apply0345 279 8899
Tracking0345 279 8899
Member Servicing
Inform
Personal detailsView online
Current valuationView online
Transfer valuationView online
Investment breakdownView online
Premium informationView online
Report
Client reportOnline reporting
Provide information packOnline reporting
Client annual statementOnline reporting
With profits reportOnline reporting
Certificate of premiums paidOnline reporting
Illustrative maturity value quoteOnline reporting
Fund fact sheet/KIIDsOnline reporting
Update
Fund Switch0345 606 0159
Update personal detailsUpdate online
Change addressUpdate online
Change premiumsUpdate online
Make a claim/closure0800 634 7477
Other services and tools
Adviser paymentsView online
Bulk data downloadOnline reporting
Bulk tracking0800 634 7480
Tools and calculatorsAccess online
Library literatureView online
Retirement Account Plan (Occupational) - eg H9000000001
Group Scheme Services
Group scheme management
All your schemes with SLView online
Plan and payment informationView online
Make a paymentPay online
Payment schedulesSubmit online
Client personal detailsChange online
Client addressChange online
Scheme leaversView online
Individual Member Services
New member - New business
Quote - Transfer payment0345 279 8899
Quote - Regular and single payment0345 279 8899
Apply0345 279 8899
Tracking0345 279 8899
Existing member - New business
Quote - Transfer payment0800 634 7480
Quote - Regular and single payment0800 634 7480
Apply0345 279 8899
Tracking0345 279 8899
Member Servicing
Inform
Personal detailsView online
Current valuationView online
Transfer valuationView online
Investment breakdownView online
Premium informationView online
Report
Client reportOnline reporting
Provide information packOnline reporting
Client annual statementOnline reporting
With profits reportOnline reporting
Certificate of premiums paidOnline reporting
Illustrative maturity value quoteOnline reporting
Fund fact sheet/KIIDsOnline reporting
Update
Fund Switch0345 606 0159
Update personal detailsUpdate online
Change addressUpdate online
Change premiumsUpdate online
Make a claim/closure0800 634 7477
Other services and tools
Adviser paymentsView online
Bulk data downloadOnline reporting
Bulk tracking0800 634 7480
Tools and calculatorsAccess online
Library literatureView online
Group Additional Voluntary Contribution (Occupational) - eg H90000/1
Group Scheme Services
Group scheme management
All your schemes with SLView online
Plan and payment informationView online
Make a paymentPay online
Payment schedulesSubmit online
Client personal detailsChange online
Client addressChange online
Scheme leaversView online
Individual Member Services
New member - New business
Quote - Transfer payment0345 279 8899
Quote - Regular and single payment0345 279 8899
Apply0345 279 8899
Tracking0345 279 8899
Existing member - New business
Quote - Transfer payment0800 634 7480
Quote - Regular and single payment0800 634 7480
Apply0345 279 8899
Tracking0345 279 8899
Member Servicing
Inform
Personal detailsView online
Current valuationView online
Transfer valuationView online
Investment breakdownView online
Premium informationView online
Report
Client reportOnline reporting
Provide information packOnline reporting
Client annual statementOnline reporting
With profits reportOnline reporting
Certificate of premiums paidOnline reporting
Illustrative maturity value quoteOnline reporting
Fund fact sheet/KIIDsOnline reporting
Update
Fund Switch0345 606 0159
Update personal detailsUpdate online
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Other services and tools
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Bulk data downloadOnline reporting
Bulk tracking0800 634 7480
Tools and calculatorsAccess online
Library literatureView online
Tailored Investment Bond - eg XR1000000000
New business
New client
Quote - Single paymentQuote online now
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Quote - Recurrent single paymentQuote online now
Quote - WithdrawalsQuote online now
Apply0800 634 7473
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Client servicing
Inform
Personal detailsView online
Current valuationView online
Surrender valuationView online
Investment breakdownView online
Premium informationView online
Withdrawal detailsView online
Report
Client reportOnline reporting
With Profits reportOnline reporting
Fund fact sheetsOnline reporting
Update
Fund switchSwitch online
Update personal details0800 634 7471
Change address0800 634 7471
Change premiums0800 634 7470
Change withdrawals0800 634 7472
Making a claim/closure0800 634 7472
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Adviser paymentsView online
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International Bond - eg IB1000000000
New business
New client
Quote - Single paymentQuote online now
Quote - Recurrent single paymentQuote online now
Quote - WithdrawalsQuote online now
Apply0345 300 4273
Tracking0345 300 4273
Existing client
Quote - Single payment0345 300 4273
Quote - Recurrent single payment0345 300 4273
Quote - Withdrawals0345 300 4273
Apply0345 300 4273
Tracking0345 300 4273
Client servicing
Inform
Personal detailsView online
Current valuationView online
Surrender valuationView online
Investment breakdownView online
Premium informationView online
Cash transactionsView online
Withdrawal detailsView online
Report
Client reportOnline reporting
With Profits reportOnline reporting
Fund fact sheetsOnline reporting
Update
Fund switchSwitch online
Update personal details0345 300 4273
Change addressUpdate online
Change premiums0345 300 4273
Change withdrawals0345 300 4273
Making a claim/closure0345 300 4273
Manage adviser chargingManage online
Other services and tools
Adviser paymentsView online
Bulk data downloadOnline reporting
Bulk tracking0345 300 4273
Tools and calculatorsAccess online
Literature libraryView online
Capital Investment Bond - eg X700000000A
New business
New client
Apply0800 634 7473
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Existing client
Quote - Single paymentQuote online now
Quote - Recurrent single paymentQuote online now
Quote - WithdrawalsQuote online now
Apply0800 634 7473
Tracking0800 634 7473
Client servicing
Inform
Personal detailsView online
Current valuationView online
Surrender valuationView online
Investment breakdownView online
Premium informationView online
Withdrawal detailsView online
Report
Client reportOnline reporting
With Profits reportOnline reporting
Fund fact sheetsOnline reporting
Update
Fund switchSwitch online
Update personal details0800 634 7471
Change address0800 634 7471
Change premiums0800 634 7470
Change withdrawals0800 634 7472
Making a claim/closure0800 634 7472
Other services and tools
Adviser paymentsView online
Bulk data downloadOnline reporting
Bulk tracking0800 634 7471
Tools and calculatorsAccess online
Literature libraryView online
With Profits Bond - eg X700000000A
Existing client
Quote - IncrementQuote online now
Quote - WithdrawalsQuote online now
Apply0800 634 7473
Tracking0800 634 7473
Client servicing
Inform
Personal detailsView online
Current valuationView online
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Investment breakdownView online
Premium informationView online
Withdrawal detailsView online
Report
Client reportOnline reporting
With Profits reportOnline reporting
Fund fact sheetsOnline reporting
Update
Update personal details0800 634 7471
Change address0800 634 7471
Change premiums0800 634 7470
Change withdrawals0800 634 7472
Making a claim/closure0800 634 7472
Other services and tools
Adviser paymentsView online
Bulk data downloadOnline reporting
Bulk tracking0800 634 7471
Literature libraryView online
Distribution Bond - eg X600000000A
New business
New client
Apply0800 634 7473
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Existing client
Quote - Single paymentQuote online now
Quote - Recurrent single paymentQuote online now
Quote - WithdrawalsQuote online now
Apply0800 634 7473
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Client servicing
Inform
Personal detailsView online
Current valuationView online
Surrender valuationView online
Investment breakdownView online
Premium informationView online
Withdrawal detailsView online
Report
Client reportOnline reporting
With Profits reportOnline reporting
Fund fact sheetsOnline reporting
Update
Fund switch0345 606 0055
Update personal details0800 634 7471
Change address0800 634 7471
Change premiums0800 634 7470
Change withdrawals0800 634 7472
Making a claim/closure0800 634 7472
Other services and tools
Adviser paymentsView online
Bulk data downloadOnline reporting
Bulk tracking0800 634 7473
Tools and calculatorsAccess online
Literature libraryView online
Minimum Cost Plan - eg X2000000000
New business
New client
Apply0800 634 7473
Tracking0800 634 7473
Existing client
Apply0800 634 7473
Tracking0800 634 7473
Client servicing
Inform
Personal details0800 634 7471
Current valuation0800 634 7471
Surrender valuation0800 634 7471
Investment breakdown0800 634 7471
Premium information0800 634 7470
Withdrawal details0800 634 7472
Report
Client report0800 634 7471
With Profits report0800 634 7471
Fund fact sheets0800 634 7471
Update
Update personal details0800 634 7471
Change address0800 634 7471
Change premiums0800 634 7470
Change withdrawals0800 634 7472
Making a claim/closure0800 634 7472
Other services and tools
Adviser paymentsView online
Bulk data downloadOnline reporting
Bulk tracking0800 634 7471
Versatile Investment Plan - eg X200000000A
New business
New client
Apply0800 634 7473
Tracking0800 634 7473
Existing client
Apply0800 634 7473
Tracking0800 634 7473
Client servicing
Inform
Personal details0800 634 7471
Current valuation0800 634 7471
Surrender valuation0800 634 7471
Investment breakdown0800 634 7471
Premium information0800 634 7470
Withdrawal details0800 634 7472
Report
Client report0800 634 7471
With Profits report0800 634 7471
Fund fact sheets0800 634 7471
Update
Fund switch0345 606 0055
Update personal details0800 634 7471
Change address0800 634 7471
Change premiums0800 634 7470
Change withdrawals0800 634 7472
Making a claim/closure0800 634 7472
Other services and tools
Adviser paymentsView online
Bulk data downloadOnline reporting
Bulk tracking0800 634 7471
Tools and calculatorsAccess online
Peppercorn Investment Bond - eg X20000000
New business
New client
Apply0800 634 7473
Tracking0800 634 7473
Existing client
Apply0800 634 7473
Tracking0800 634 7473
Client servicing
Inform
Personal details0800 634 7471
Current valuation0800 634 7471
Surrender valuation0800 634 7471
Investment breakdown0800 634 7471
Premium information0800 634 7470
Withdrawal details0800 634 7472
Report
Client report0800 634 7471
With Profits report0800 634 7471
Fund fact sheets0800 634 7471
Update
Fund switch0345 606 0055
Update personal details0800 634 7471
Change address0800 634 7471
Change premiums0800 634 7470
Change withdrawals0800 634 7472
Making a claim/closure0800 634 7472
Other services and tools
Adviser paymentsView online
Bulk tracking0800 634 7471
Stocks & Shares Individual Savings Account - eg SP1000000-003
New business
New Client
ApplyApply online now
TrackingTrack online
Client servicing
Inform
Personal detailsView online
Current valuationView online
Investment breakdownView online
Premium informationView online
Cash transactionsView online
withdrawal detailsView online
Report
Cash transactionsOnline reporting
Investment transactionsOnline reporting
Open orderOnline reporting
Charges and rebatesOnline reporting
Cash balances summaryOnline reporting
Total holdings summaryOnline reporting
Charges summaryOnline reporting
Outstanding charges summaryOnline reporting
Valuation reportOnline reporting
StatementOnline reporting
Update
Fund switchSwitch online
Update personal detailsUpdate online
Change addressUpdate online
Change premiumsUpdate online
Change withdrawalsUpdate online
Making a claim/closureManage online
Manage adviser chargingManage online
Firm servicing
Report
Adviser dealing reportOnline reporting
Asset allocation reportOnline reporting
Cash balance reportOnline reporting
Client listing reportOnline reporting
Commission paying accounts reportOnline reporting
Failed/cancelled adviser charges reportOnline reporting
Outstanding adviser charges reportOnline reporting
Paid adviser charges reportOnline reporting
Pending adviser charges reportOnline reporting
Total holdings reportOnline reporting
Other services and tools
Adviser paymentsView online
Tools and calculatorsOnline reporting
Literature libraryAccess online
Mutual Funds - eg SP1000000-002
New business
New Client
ApplyApply online now
TrackingTrack online
Client servicing
Inform
Personal detailsView online
Current valuationView online
Investment breakdownView online
Premium informationView online
Cash transactionsView online
withdrawal detailsView online
Report
Cash transactionsOnline reporting
Investment transactionsOnline reporting
Open orderOnline reporting
Charges and rebatesOnline reporting
Cash balances summaryOnline reporting
Total holdings summaryOnline reporting
Charges summaryOnline reporting
Outstanding charges summaryOnline reporting
Valuation reportOnline reporting
StatementOnline reporting
Update
Fund switchSwitch online
Update personal detailsUpdate online
Change addressUpdate online
Change premiumsUpdate online
Change withdrawalsUpdate online
Making a claim/closureManage online
Manage adviser chargingManage online
Firm servicing
Report
Adviser dealing reportOnline reporting
Asset allocation reportOnline reporting
Cash balance reportOnline reporting
Client listing reportOnline reporting
Commission paying accounts reportOnline reporting
Failed/cancelled adviser charges reportOnline reporting
Outstanding adviser charges reportOnline reporting
Paid adviser charges reportOnline reporting
Pending adviser charges reportOnline reporting
Total holdings reportOnline reporting
Other services and tools
Adviser paymentsView online
Tools and calculatorsOnline reporting
Literature libraryView online
Self Invested Personal Pension Drawdown - eg D1000000000
New business
New client
Quote - Transfer paymentQuote online now
Quote - Regular paymentQuote online now
Quote - Single paymentQuote online now
Quote - DrawdownQuote online now
ApplyApply online now
Tracking0345 601 8050
Existing client
Quote - Transfer paymentQuote online now
Quote - Regular and single paymentQuote online now
Quote - Drawdown0345 084 5000
Apply0345 084 5000
Tracking0345 601 8050
Client servicing
Inform
Personal detailsView online
Current valuationView online
Transfer valuationView online
Investment breakdownView online
Premium informationView online
Cash transactionsView online
Drawdown detailsView online
GAD reviewView online
Report
Client reportOnline reporting
Provide information packOnline reporting
Client annual statementOnline reporting
With profits reportOnline reporting
Certificate of premiums paidOnline reporting
Illustrative maturity value quoteOnline reporting
Fund fact sheets/KIIDsOnline reporting
Update
Fund switchSwitch online
Update personal details0345 084 5000
Change addressUpdate online
Change payments0345 084 5000
Change drawdown0345 084 5000
make a claim/closure0345 084 5000
Manage adviser chargingManage online
Other services and tools
Adviser paymentsView online
Bulk data downloadOnline reporting
Bulk tracking0345 601 8050
Tools and calculatorsAccess online
Compulsory Purchase Annuity (Pension Annuity) - eg A5000000
New business - Only available to Standard Life pension customers
Quote - Transfer payment0345 084 5000
Apply0345 084 5000
Tracking0345 084 5000
Client servicing
Inform
Personal details0345 084 5000
Current valuation0345 084 5000
Transfer valuation0345 084 5000
Investment breakdown0345 084 5000
Premium information0345 084 5000
Cash transactions0345 084 5000
Report
Client report0345 084 5000
Client annual statement0345 084 5000
Update
Update personal details0345 084 5000
Change address0345 084 5000
Change payments0345 084 5000
Change drawdown0345 084 5000
make a claim/closure0345 084 5000
Manage adviser charging0345 084 5000
Other services and tools
Adviser paymentsView online
Literature libraryView online
<
Purchase Life Annuity - eg A6000000
New business
Quote - Single payment0345 084 5000
Apply0345 084 5000
Tracking0345 084 5000
Client servicing
Inform
Personal details0345 084 5000
Current valuation0345 084 5000
Transfer valuation0345 084 5000
Investment breakdown0345 084 5000
Premium information0345 084 5000
Cash transactions0345 084 5000
Report
Client report0345 084 5000
Client annual statement0345 084 5000
Update
Update personal details0345 084 5000
Change address0345 084 5000
Change payments0345 084 5000
Change drawdown0345 084 5000
make a claim/closure0345 084 5000
Manage adviser charging0345 084 5000
Other services and tools
Adviser paymentsView online
Immediate Vesting Personal Pension Plan - eg A5000000
New business
Quote - Transfer payment0345 084 5000
Quote - Single payment0345 084 5000
Apply0345 084 5000
Tracking0345 084 5000
Client servicing
Inform
Personal details0345 084 5000
Current valuation0345 084 5000
Transfer valuation0345 084 5000
Investment breakdown0345 084 5000
Premium information0345 084 5000
Cash transactions0345 084 5000
Report
Client report0345 084 5000
Client annual statement0345 084 5000
Update
Update personal details0345 084 5000
Change address0345 084 5000
Change payments0345 084 5000
Change drawdown0345 084 5000
make a claim/closure0345 084 5000
Manage adviser charging0345 084 5000
Other services and tools
Adviser paymentsView online
Immediate Vesting Personal Pension (Select) - eg K3000000000
New business
Quote - Single payment0345 084 5000
Apply0345 084 5000
Tracking0345 084 5000
Client servicing
Inform
Personal details0345 084 5000
Current valuation0345 084 5000
Transfer valuation0345 084 5000
Investment breakdown0345 084 5000
Premium information0345 084 5000
Cash transactions0345 084 5000
Report
Client report0345 084 5000
Client annual statement0345 084 5000
Update
Update personal details0345 084 5000
Change address0345 084 5000
Change payments0345 084 5000
Change drawdown0345 084 5000
make a claim/closure0345 084 5000
Manage adviser charging0345 084 5000
Other services and tools
Adviser paymentsView online
Flexible Pension Plan for Drawdown - eg D6800000000
New business
Quote - Transfer payment0345 084 5000
Quote - Regular and single payment0345 084 5000
Apply0800 634 7476
Tracking0800 634 7476
Client servicing
Inform
Personal detailsView online
Current valuationView online
Transfer valuationView online
Investment breakdownView online
Premium informationView online
Cash transactionsView online
Drawdown detailsView online
GAD reviewView online
Report
Client report0800 634 7476
Provide information pack0800 634 7476
Client annual statement0800 634 7476
With profits report0800 634 7476
Certificate of premiums paid0800 634 7476
Illustrative maturity value quote0800 634 7476
Fund fact sheets/KIIDs0800 634 7476
Update
Fund switchSwitch online
Update personal details0800 634 7476
Change address0800 634 7476
Change payments0800 634 7476
Change drawdown0345 084 5000
make a claim/closure0800 634 7476
Manage adviser charging0800 634 7476
Other services and tools
Adviser paymentsView online
Bulk data downloadOnline reporting
Bulk tracking0345 084 5000
Tools and calculatorsAccess online
Literature libraryAccess online
Pension Flexible Withdrawal Plan - eg D6000000000
Client servicing
Inform
Personal detailsView online
Current valuationView online
Transfer valuationView online
Investment breakdownView online
Premium informationView online
Cash transactionsView online
Drawdown detailsView online
GAD reviewView online
Report
Client report0800 634 7476
Provide information pack0800 634 7476
Client annual statement0800 634 7476
With profits report0800 634 7476
Certificate of premiums paid0800 634 7476
Illustrative maturity value quote0800 634 7476
Fund fact sheets/KIIDs0800 634 7476
Update
Fund switchSwitch online
Update personal details0800 634 7476
Change address0800 634 7476
Change payments0800 634 7476
Change drawdown0800 634 7476
make a claim/closure0800 634 7476
Manage adviser charging0800 634 7476
Other services and tools
Adviser paymentsView online
Bulk data downloadOnline reporting
Bulk tracking0345 084 5000
Tools and calculatorsAccess online
Literature libraryView online
Homeplan - eg W600000000A
Client servicing
Inform
Personal details0800 634 7471
Current valuation0800 634 7471
Surrender valuation0800 634 7471
Investment breakdown0800 634 7471
Premium information0800 634 7470
Report
Client report0800 634 7471
Provide information pack0800 634 7471
Client annual statement0800 634 7471
Fund fact sheets/KIIDs0800 634 7471
Update
Fund switch0345 606 0055
Update personal details0800 634 7471
Change address0800 634 7471
Change payments0800 634 7470
Change withdrawals0800 634 7472
Make a claim/closure0800 634 7472
Other services and tools
Adviser paymentsView online
Bulk data downloadOnline reporting
Bulk tracking0800 634 7471
Tools and calculatorsAccess online
Literature libraryView online
Level Protection Plan - eg X6000000000
Client servicing
Inform
Personal details0800 634 7471
Current valuation0800 634 7471
Investment breakdown0800 634 7471
Premium information0800 634 7470
Report
Client report0800 634 7471
Provide information pack0800 634 7471
Client annual statement0800 634 7471
Fund fact sheets/KIIDs0800 634 7471
Update
Update personal details0800 634 7471
Change address0800 634 7471
Change payments0800 634 7470
Make a claim/closure0800 634 7472
Other services and tools
Adviser paymentsView online
Bulk tracking0800 634 7471
Literature libraryView online
Variable Protection Plan - eg X100000000A
Client servicing
Inform
Personal details0800 634 7471
Current valuation0800 634 7471
Surrender valuation0800 634 7471
Investment breakdown0800 634 7471
Premium information0800 634 7470
Report
Client report0800 634 7471
Provide information pack0800 634 7471
Client annual statement0800 634 7471
Fund fact sheets/KIIDs0800 634 7471
Update
Fund switch0345 606 0055
Update personal details0800 634 7471
Change address0800 634 7471
Change payments0800 634 7470
Change withdrawals0800 634 7472
Make a claim/closure0800 634 7472
Other services and tools
Adviser paymentsView online
Bulk tracking0800 634 7471
Tools and calculatorsAccess online
Literature libraryView online

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