Select a product to view the transactional services we offer (online or by phone) and how to access each one.
New Pension Freedoms
Individual Pension
Open to New Clients
Open to Top-up payments
Workplace
Open to New Schemes
Open to New Entrants
Savings & Investments
Open to New Clients
Open to Top-up payments
Fundzone
Open to New Clients
Retirement Income
Open to New Clients
Open to Top-up payments
Closed to New Business
Protection
Closed to New Business
Select a product to find out
which transactional services
are available
| Self Invested Personal Pension - eg D1000000000 | |
|---|---|
| New business | |
| New client | |
| Quote - Transfer payment | Quote online now |
| Quote - Regular and single payment | Quote online now |
| Quote - Drawdown | Quote online now |
| Quote - Dependants/ Beneficiaries plan | 0345 0845 000 |
| Apply | Apply online now |
| Apply Dependants/ Beneficiaries plan | 0345 0845 000 |
| Tracking | 0345 601 8050 |
| Existing client | |
| Quote - Transfer payment | Quote online now |
| Quote - Regular and single payment | Quote online now |
| Quote - Drawdown | Quote online now |
| Quote - Dependants/ Beneficiaries plan | 0345 0845 000 |
| Apply | Apply online now |
| Apply Dependants/ Beneficiaries plan | 0345 0845 000 |
| Tracking | 0345 601 8050 |
| Client servicing | |
| Inform | |
| Personal details | View online |
| Current valuation | View online |
| Transfer valuation | View online |
| Investment breakdown | View online |
| Premium information | View online |
| Cash transactions | View online |
| Drawdown details | View online |
| Gad review | View online |
| Report | |
| Client report | Online reporting |
| Provide information pack | Online reporting |
| Client annual statement | Online reporting |
| With profits report | Online reporting |
| Certificate of premiums paid | Online reporting |
| Illustrative maturity value quote | Online reporting |
| Fund fact sheet/KIIDS | Online reporting |
| Update | |
| Add more money | Apply online now |
| Fund switch | Switch online |
| Update personal details | 0345 0845 000 |
| Change address | Update online |
| Change payments | 0345 0845 000 |
| Change drawdown | 0345 0845 000 |
| Make a claim/closure | 0345 634 7477 |
| Manage adviser charging | Manage online |
| Other services and tools | |
| Adviser payments | View online |
| Bulk data download | Online reporting |
| Bulk tracking | 0345 601 8050 |
| Tools and calculators | Access online |
| Literature library | View online |
| Active Money Personal Pension - eg D1000000000 | |
|---|---|
| New business | |
| New client | |
| Quote - Transfer payment | Quote online now |
| Quote - Regular and single payment | Quote online now |
| Apply | Apply online now |
| Tracking | 0345 601 8050 |
| Existing client | |
| Quote - Transfer payment | Quote online now |
| Quote - Regular and single payment | Quote online now |
| Apply | Apply online now |
| Tracking | 0345 601 8050 |
| Client servicing | |
| Inform | |
| Personal details | View online |
| Current valuation | View online |
| Transfer valuation | View online |
| Investment breakdown | View online |
| Premium information | View online |
| Cash transactions | View online |
| Report | |
| Client report | Online reporting |
| Provide information pack | Online reporting |
| Client annual statement | Online reporting |
| With profits report | Online reporting |
| Certificate of premiums paid | Online reporting |
| Illustrative maturity value quote | Online reporting |
| Fund fact sheet/KIIDS | Online reporting |
| Update | |
| Add more money | Apply online now |
| Fund switch | Switch online |
| Update personal details | 0345 0845 000 |
| Change address | Update online |
| Change payments | 0345 0845 000 |
| Change drawdown | 0345 0845 000 |
| Make a claim/closure | 0345 634 7477 |
| Manage adviser charging | Manage online |
| Other services and tools | |
| Adviser payments | View online |
| Bulk data download | Online reporting |
| Bulk tracking | 0345 601 8050 |
| Tools and calculators | Access online |
| Literature library | View online |
| Flexible Retirement Plan - eg D2000000000 | |
|---|---|
| New business | |
| Quote - Transfer payment | 0345 279 8899 |
| Quote - Regular and single payment | 0345 279 8899 |
| Apply | 0800 634 7476 |
| Tracking | 0800 634 7476 |
| Client servicing | |
| Inform | |
| Personal details | View online |
| Current valuation | View online |
| Transfer valuation | View online |
| Investment breakdown | View online |
| Premium information | View online |
| Report | |
| Client report | Online reporting |
| Provide information pack | Online reporting |
| Client annual statement | 0800 634 7476 |
| With profits report | 0800 634 7476 |
| Certificate of premiums paid | Online reporting |
| Illustrative maturity value quote | Online reporting |
| Fund fact sheet/KIIDS | Online reporting |
| Update | |
| Fund switch | Switch online |
| Update personal details | 0800 634 7476 |
| Change address | Update online |
| Change payments | 0800 634 7476 |
| Make a claim/closure | 0800 634 7477 |
| Manage adviser charging | Manage online |
| Other services and tools | |
| Adviser payments | View online |
| Bulk data download | Online reporting |
| Bulk tracking | 0800 634 7476 |
| Tools and calculators | Access online |
| Literature library | 0800 634 7476 |
| Personal Pension Plan - eg K1000000000 | |
|---|---|
| New business | |
| Quote - Transfer payment | Quote online now |
| Quote - Regular and single payment | Quote online now |
| Apply | 0800 634 7476 |
| Tracking | 0800 634 7476 |
| Client servicing | |
| Inform | |
| Personal details | View online |
| Current valuation | View online |
| Transfer valuation | View online |
| Investment breakdown | View online |
| Premium information | View online |
| Report | |
| Client report | Online reporting |
| Provide information pack | Online reporting |
| Client annual statement | Online reporting |
| With profits report | Online reporting |
| Certificate of premiums paid | Online reporting |
| Illustrative maturity value quote | Online reporting |
| Fund fact sheet/KIIDS | Online reporting |
| Update | |
| Fund switch | Switch online |
| Update personal details | 0800 634 7476 |
| Change address | Update online |
| Change payments | 0800 634 7476 |
| Make a claim/closure | 0800 634 7477 |
| Other services and tools | |
| Adviser payments | View online |
| Bulk data download | Online reporting |
| Bulk tracking | 0800 634 7476 |
| Tools and calculators | Access online |
| Literature library | View online |
| Personal Pension One - eg K1000000000 | |
|---|---|
| New business | |
| Quote - Transfer payment | Quote online now |
| Quote - Regular and single payment | Quote online now |
| Apply | 0800 634 7476 |
| Tracking | 0800 634 7476 |
| Client servicing | |
| Inform | |
| Personal details | View online |
| Current valuation | View online |
| Transfer valuation | View online |
| Investment breakdown | View online |
| Premium information | View online |
| Report | |
| Client report | Online reporting |
| Provide information pack | Online reporting |
| Client annual statement | Online reporting |
| With profits report | Online reporting |
| Certificate of premiums paid | Online reporting |
| Illustrative maturity value quote | Online reporting |
| Fund fact sheet/KIIDS | Online reporting |
| Update | |
| Fund switch | Switch online |
| Update personal details | 0800 634 7476 |
| Change address | Update online |
| Change payments | 0800 634 7476 |
| Make a claim/closure | 0800 634 7477 |
| Other services and tools | |
| Adviser payments | View online |
| Bulk data download | Online reporting |
| Bulk tracking | 0800 634 7476 |
| Tools and calculators | Access online |
| Literature library | View online |
| Personal Pension Flex - eg K1000000000 | |
|---|---|
| New business | |
| Quote - Transfer payment | Quote online now |
| Quote - Regular and single payment | Quote online now |
| Apply | 0800 634 7476 |
| Tracking | 0800 634 7476 |
| Client servicing | |
| Inform | |
| Personal details | View online |
| Current valuation | View online |
| Transfer valuation | View online |
| Investment breakdown | View online |
| Premium information | View online |
| Report | |
| Client report | Online reporting |
| Provide information pack | Online reporting |
| Client annual statement | Online reporting |
| With profits report | Online reporting |
| Certificate of premiums paid | Online reporting |
| Illustrative maturity value quote | Online reporting |
| Fund fact sheet/KIIDS | Online reporting |
| Update | |
| Fund switch | Switch online |
| Update personal details | 0800 634 7476 |
| Change address | Update online |
| Change payments | 0800 634 7476 |
| Make a claim/closure | 0800 634 7477 |
| Other services and tools | |
| Adviser payments | View online |
| Bulk data download | Online reporting |
| Bulk tracking | 0800 634 7476 |
| Tools and calculators | Access online |
| Literature library | View online |
| Individual Stakeholder Pension Plan - eg K8000000000 | |
|---|---|
| New business | |
| New client | |
| Quote - Transfer payment | Quote online now |
| Quote - Regular and single payment | Quote online now |
| Apply | 0800 634 7476 |
| Tracking | 0800 634 7476 |
| Existing client | |
| Quote - Transfer payment | Quote online now |
| Quote - Regular and single payment | Quote online now |
| Apply | 0800 634 7476 |
| Tracking | 0800 634 7476 |
| Client servicing | |
| Inform | |
| Personal details | View online |
| Current valuation | View online |
| Transfer valuation | View online |
| Investment breakdown | View online |
| Premium information | View online |
| Report | |
| Client report | Online reporting |
| Provide information pack | Online reporting |
| Client annual statement | 0800 634 7476 |
| With profits report | Online reporting |
| Certificate of premiums paid | Online reporting |
| Illustrative maturity value quote | Online reporting |
| Fund fact sheet/KIIDS | Online reporting |
| Update | |
| Fund switch | 0345 606 0012 |
| Update personal details | 0800 634 7476 |
| Change address | View online |
| Change payments | 0800 634 7476 |
| Make a claim/closure | 0800 634 7477 |
| Other services and tools | |
| Adviser payments | View online |
| Bulk data download | Online reporting |
| Bulk tracking | 0800 634 7476 |
| Tools and calculators | Access online |
| Literature library | View online |
| Free Standing Additional Voluntary Contribution - eg K9000000000 | |
|---|---|
| New business | |
| Quote - Transfer payment | 0345 279 8899 |
| Quote - Regular and single payment | 0345 279 8899 |
| Apply | 0800 634 7476 |
| Tracking | 0800 634 7476 |
| Client servicing | |
| Inform | |
| Personal details | View online |
| Current valuation | View online |
| Transfer valuation | View online |
| Investment breakdown | View online |
| Premium information | View online |
| Report | |
| Client report | Online reporting |
| Provide information pack | Online reporting |
| Client annual statement | Online reporting |
| With profits report | Online reporting |
| Certificate of premiums paid | Online reporting |
| Illustrative maturity value quote | Online reporting |
| Fund fact sheet/KIIDS | Online reporting |
| Update | |
| Fund switch | 0345 606 0012 |
| Update personal details | 0800 634 7476 |
| Change address | View online |
| Change payments | 0800 634 7476 |
| Make a claim/closure | 0800 634 7477 |
| Other services and tools | |
| Adviser payments | View online |
| Bulk data download | Online reporting |
| Bulk tracking | 0800 634 7476 |
| Tools and calculators | Access online |
| Literature library | View online |
| Transfer Plan - Section 32 Buy Out - eg H4800000001 | |
|---|---|
| New business | |
| Apply | 0800 634 7476 |
| Tracking | 0800 634 7476 |
| Client servicing | |
| Inform | |
| Personal details | View online |
| Current valuation | View online |
| Transfer valuation | View online |
| Investment breakdown | View online |
| Premium information | View online |
| Cash transactions | View online |
| Drawdown details | View online |
| Gad review | View online |
| Report | |
| Client report | Online reporting |
| Provide information pack | Online reporting |
| Client annual statement | Online reporting |
| With profits report | 0345 606 0008 |
| Certificate of premiums paid | 0345 606 0008 |
| Illustrative maturity value quote | 0345 606 0008 |
| Fund fact sheet/KIIDS | Online reporting |
| Update | |
| Fund switch | 0345 606 0159 |
| Update personal details | 0345 606 0008 |
| Change address | Update online |
| Change payments | 0345 606 0008 |
| Make a claim/closure | 0345 6060 027 |
| Other services and tools | |
| Adviser payments | View online |
| Bulk tracking | 0345 606 0008 |
| Tools and calculators | Access online |
| Literature library | 0345 606 0008 |
| Individual Buy Out Plan - Section 32 Buy Out - eg HM1000000001 | |
|---|---|
| New business | |
| Apply | 0800 634 7476 |
| Tracking | 0800 634 7476 |
| Client servicing | |
| Inform | |
| Personal details | View online |
| Current valuation | View online |
| Transfer valuation | View online |
| Investment breakdown | View online |
| Premium information | View online |
| Report | |
| Client report | Online reporting |
| Provide information pack | Online reporting |
| Client annual statement | Online reporting |
| With profits report | 0345 606 0008 |
| Certificate of premiums paid | 0345 606 0008 |
| Illustrative maturity value quote | 0345 606 0008 |
| Fund fact sheet/KIIDS | Online reporting |
| Update | |
| Fund switch | 0345 606 0159 |
| Update personal details | 0345 606 0080 |
| Change address | View online |
| Change payments | 0345 606 0008 |
| Make a claim/closure | 0345 606 0027 |
| Other services and tools | |
| Adviser payments | View online |
| Bulk tracking | 0345 606 0008 |
| Tools and calculators | Access online |
| Literature library | 0345 606 0008 |
| Executive Pension Plan - eg H1000000001 | |
|---|---|
| New business | |
| New client | |
| Quote - Transfer payment | 0345 279 8899 |
| Quote - Regular and single payment | 0345 279 8899 |
| Apply | 0345 279 8899 |
| Tracking | 0345 279 8899 |
| Existing client | |
| Quote - Transfer payment | 0345 279 8899 |
| Quote - Regular and single payment | 0345 279 8899 |
| Apply | 0800 634 7476 |
| Tracking | 0800 634 7476 |
| Client servicing | |
| Inform | |
| Personal details | View online |
| Current valuation | View online |
| Transfer valuation | View online |
| Investment breakdown | View online |
| Premium information | View online |
| Report | |
| Client report | Online reporting |
| Provide information pack | Online reporting |
| Client annual statement | Online reporting |
| With profits report | Online reporting |
| Certificate of premiums paid | Online reporting |
| Illustrative maturity value quote | Online reporting |
| Fund fact sheet/KIIDS | Online reporting |
| Update | |
| Fund switch | 0345 606 0159 |
| Update personal details | 0345 606 0008 |
| Change address | View online |
| Change payments | 0345 606 0008 |
| Make a claim/closure | 0345 606 0027 |
| Other services and tools | |
| Adviser payments | View online |
| Bulk data download | Online reporting |
| Bulk tracking | 0345 279 8899 |
| Tools and calculators | Access online |
| Literature library | View online |
| Small Self-Administered Scheme - eg H5000000001 | |
|---|---|
| New business | |
| Apply | 0345 606 0018 |
| Tracking | 0345 606 0018 |
| Client servicing | |
| Inform | |
| Personal details | 0345 606 0018 |
| Current valuation | 0345 606 0018 |
| Transfer valuation | 0345 606 0018 |
| Investment breakdown | 0345 606 0018 |
| Premium information | 0345 606 0018 |
| Cash transactions | 0345 606 0018 |
| Drawdown details | 0345 606 0018 |
| Gad review | 0345 606 0018 |
| Report | |
| Client report | 0345 606 0018 |
| Provide information pack | 0345 606 0018 |
| Client annual statement | 0345 606 0018 |
| With profits report | 0345 606 0018 |
| Certificate of premiums paid | 0345 606 0018 |
| Illustrative maturity value quote | 0345 606 0018 |
| Fund fact sheet/KIIDS | 0345 606 0018 |
| Update | |
| Fund switch | 0345 606 0018 |
| Update personal details | 0345 606 0018 |
| Change address | 0345 606 0018 |
| Change payments | 0345 606 0018 |
| Change drawdown | 0345 606 0018 |
| Make a claim/closure | 0345 606 0018 |
| Manage adviser charging | 0345 606 0018 |
| Other services and tools | |
| Adviser payments | View online |
| Bulk tracking | 0345 606 0018 |
| Tools and calculators | Access online |
| Literature library | Access online |
| Retirement Annuity Contract - Section 226(S620) - eg 6000060A | |
|---|---|
| New business | |
| Quote - Transfer payment | 0345 279 8899 |
| Quote - Regular and single payment | 0345 279 8899 |
| Apply | 0800 634 7476 |
| Tracking | 0801 634 7476 |
| Client servicing | |
| Inform | |
| Personal details | View online |
| Current valuation | View online |
| Transfer valuation | View online |
| Investment breakdown | View online |
| Premium information | View online |
| Report | |
| Client report | Online reporting |
| Provide information pack | Online reporting |
| Client annual statement | Online reporting |
| With profits report | 0800 634 7476 |
| Certificate of premiums paid | 0800 634 7476 |
| Illustrative maturity value quote | 0800 634 7476 |
| Fund fact sheet/KIIDS | Online reporting |
| Update | |
| Fund switch | 0345 606 0012 |
| Update personal details | 0800 634 7476 |
| Change address | View online |
| Change payments | 0800 634 7476 |
| Make a claim/closure | 0800 634 7477 |
| Other services and tools | |
| Adviser payments | View online |
| Bulk data download | Online reporting |
| Bulk tracking | 0345 606 0008 |
| Tools and calculators | Access online |
| Literature library | 0800 634 7476 |
| Group Flexible Retirement Plan - eg D2000000000 | |
|---|---|
| Group Scheme Services | |
| Group scheme set up | |
| Scheme price | Quote online now |
| Scheme apply | Apply online now |
| Group scheme management | |
| All your schemes with SL | View online |
| Plan and payment information | View online |
| Make a payment | Pay online |
| Payment schedules | Submit online |
| Client personal details | Change online |
| Client address | Change online |
| Scheme leavers | View online |
| Individual Member Services | |
| New member - New business | |
| Quote - Transfer payment | Quote online now |
| Quote - Regular and single payment | Quote online now |
| Apply | 0345 60 60 057 |
| Tracking | 0345 60 60 057 |
| Existing member - New business | |
| Quote - Transfer payment | Quote online now |
| Quote - Regular and single payment | Quote online now |
| Apply | 0345 606 0057 |
| Tracking | 0345 606 0057 |
| Member Servicing | |
| Inform | |
| Personal details | View online |
| Current valuation | View online |
| Transfer valuation | View online |
| Investment breakdown | View online |
| Premium information | View online |
| Report | |
| Client report | Online reporting |
| Provide information pack | Online reporting |
| Client annual statement | Online reporting |
| With profits report | Online reporting |
| Certificate of premiums paid | Online reporting |
| Illustrative maturity value quote | Online reporting |
| Fund fact sheet/KIIDs | Online reporting |
| Update | |
| Fund Switch | Switch online |
| Update personal details | Update online |
| Change address | Update online |
| Change premiums | Update online |
| Make a claim/closure | 0800 634 7477 |
| Manage adviser charging | Manage online |
| Other services and tools | |
| Adviser payments | View online |
| Bulk data download | Online reporting |
| Bulk tracking | 0345 60 60 057 |
| Tools and calculators | Access online |
| Library literature | View online |
| Group Self Invested Personal Pension - eg D1000000000 | |
|---|---|
| Group Scheme Services | |
| Group scheme set up | |
| Scheme price | Quote online now |
| Scheme apply | Apply online now |
| Group scheme management | |
| All your schemes with SL | View online |
| Plan and payment information | View online |
| Make a payment | Pay online |
| Payment schedules | Submit online |
| Client personal details | Change online |
| Client address | Change online |
| Scheme leavers | View online |
| Individual Member Services | |
| New member - New business | |
| Quote - Transfer payment | Quote online now |
| Quote - Regular and single payment | Quote online now |
| Quote - Drawdown | 0345 279 8899 |
| Apply | 0345 60 60 057 |
| Tracking | 0345 60 60 057 |
| Existing member - New business | |
| Quote - Transfer payment | Quote online now |
| Quote - Regular and single payment | Quote online now |
| Quote - Drawdown | 0345 279 8899 |
| Apply | 0345 606 0057 |
| Tracking | 0345 606 0057 |
| Member Servicing | |
| Inform | |
| Personal details | View online |
| Current valuation | View online |
| Transfer valuation | View online |
| Investment breakdown | View online |
| Premium information | View online |
| Cash transactions | 0345 606 0057 |
| Drawdown details | 0345 084 5000 |
| GAD review | 0345 606 0057 |
| Report | |
| Client report | Online reporting |
| Provide information pack | Online reporting |
| Client annual statement | Online reporting |
| With profits report | Online reporting |
| Certificate of premiums paid | Online reporting |
| Illustrative maturity value quote | Online reporting |
| Fund fact sheet/KIIDs | Online reporting |
| Update | |
| Fund Switch | Switch online |
| Update personal details | Update online |
| Change address | Update online |
| Change premiums | Update online |
| Change drawdown | 0345 084 5000 |
| Make a claim/closure | 0800 634 7477 |
| Manage adviser charging | Manage online |
| Other services and tools | |
| Adviser payments | View online |
| Bulk data download | Online reporting |
| Bulk tracking | 0345 60 60 057 |
| Tools and calculators | Access online |
| Library literature | View online |
| Trust Based Pension (Occupational) - eg TM1000000001 | |
|---|---|
| Group Scheme Services | |
| Group scheme set up | |
| Scheme price | 0345 279 2000 |
| Scheme apply | 0345 279 2000 |
| Group scheme management | |
| All your schemes with SL | View online |
| Plan and payment information | View online |
| Make a payment | Pay online |
| Payment schedules | Submit online |
| Client personal details | Change online |
| Client address | Change online |
| Scheme leavers | View online |
| Member Servicing | |
| Inform | |
| Personal details | View online |
| Current valuation | View online |
| Transfer valuation | View online |
| Investment breakdown | View online |
| Premium information | View online |
| Report | |
| Client report | Online reporting |
| Provide information pack | Online reporting |
| Client annual statement | Online reporting |
| With profits report | Online reporting |
| Certificate of premiums paid | Online reporting |
| Illustrative maturity value quote | Online reporting |
| Fund fact sheet/KIIDs | Online reporting |
| Update | |
| Fund Switch | 0345 606 0159 |
| Update personal details | Update online |
| Change address | Update online |
| Change premiums | Update online |
| Make a claim/closure | 0800 634 7477 |
| Other services and tools | |
| Adviser payments | View online |
| Bulk tracking | 0800 634 7479 |
| Tools and calculators | Access online |
| Library literature | View online |
| Group Personal Pension Plan - eg K1000000000 | |
|---|---|
| Group Scheme Services | |
| Group scheme management | |
| All your schemes with SL | View online |
| Plan and payment information | View online |
| Make a payment | Pay online |
| Payment schedules | Submit online |
| Client personal details | Change online |
| Client address | Change online |
| Scheme leavers | View online |
| Individual Member Services | |
| New member - New business | |
| Quote - Transfer payment | Quote online now |
| Quote - Regular and single payment | Quote online now |
| Apply | 0800 634 7479 |
| Tracking | 0800 634 7479 |
| Existing member - New business | |
| Quote - Transfer payment | Quote online now |
| Quote - Regular and single payment | Quote online now |
| Apply | 0800 634 7479 |
| Tracking | 0800 634 7479 |
| Member Servicing | |
| Inform | |
| Personal details | View online |
| Current valuation | View online |
| Transfer valuation | View online |
| Investment breakdown | View online |
| Premium information | View online |
| Report | |
| Client report | Online reporting |
| Provide information pack | Online reporting |
| Client annual statement | Online reporting |
| With profits report | Online reporting |
| Certificate of premiums paid | Online reporting |
| Illustrative maturity value quote | Online reporting |
| Fund fact sheet/KIIDs | Online reporting |
| Update | |
| Fund Switch | Switch online |
| Update personal details | Update online |
| Change address | Update online |
| Change premiums | Update online |
| Make a claim/closure | 0800 634 7477 |
| Other services and tools | |
| Adviser payments | View online |
| Bulk data download | Online reporting |
| Bulk tracking | 0800 634 7479 |
| Tools and calculators | Access online |
| Library literature | View online |
| Group Personal Pension One - eg K1000000000 | |
|---|---|
| Group Scheme Services | |
| Group scheme management | |
| All your schemes with SL | View online |
| Plan and payment information | View online |
| Make a payment | Pay online |
| Payment schedules | Submit online |
| Client personal details | Change online |
| Client address | Change online |
| Scheme leavers | View online |
| Individual Member Services | |
| New member - New business | |
| Quote - Transfer payment | Quote online now |
| Quote - Regular and single payment | Quote online now |
| Apply | 0800 634 7479 |
| Tracking | 0800 634 7479 |
| Existing member - New business | |
| Quote - Transfer payment | Quote online now |
| Quote - Regular and single payment | Quote online now |
| Apply | 0800 634 7479 |
| Tracking | 0800 634 7479 |
| Member Servicing | |
| Inform | |
| Personal details | View online |
| Current valuation | View online |
| Transfer valuation | View online |
| Investment breakdown | View online |
| Premium information | View online |
| Report | |
| Client report | Online reporting |
| Provide information pack | Online reporting |
| Client annual statement | Online reporting |
| With profits report | Online reporting |
| Certificate of premiums paid | Online reporting |
| Illustrative maturity value quote | Online reporting |
| Fund fact sheet/KIIDs | Online reporting |
| Update | |
| Fund Switch | Switch online |
| Update personal details | Update online |
| Change address | Update online |
| Change premiums | Update online |
| Make a claim/closure | 0800 634 7477 |
| Other services and tools | |
| Adviser payments | View online |
| Bulk data download | Online reporting |
| Bulk tracking | 0800 634 7479 |
| Tools and calculators | Access online |
| Library literature | View online |
| Group Personal Pension (Flexible) - eg K1000000000 | |
|---|---|
| Group Scheme Services | |
| Group scheme management | |
| All your schemes with SL | View online |
| Plan and payment information | View online |
| Make a payment | Pay online |
| Payment schedules | Submit online |
| Client personal details | Change online |
| Client address | Change online |
| Scheme leavers | View online |
| Individual Member Services | |
| New member - New business | |
| Quote - Transfer payment | Quote online now |
| Quote - Regular and single payment | Quote online now |
| Apply | 0800 634 7479 |
| Tracking | 0800 634 7479 |
| Existing member - New business | |
| Quote - Transfer payment | Quote online now |
| Quote - Regular and single payment | Quote online now |
| Apply | 0800 634 7479 |
| Tracking | 0800 634 7479 |
| Member Servicing | |
| Inform | |
| Personal details | View online |
| Current valuation | View online |
| Transfer valuation | View online |
| Investment breakdown | View online |
| Premium information | View online |
| Report | |
| Client report | Online reporting |
| Provide information pack | Online reporting |
| Client annual statement | Online reporting |
| With profits report | Online reporting |
| Certificate of premiums paid | Online reporting |
| Illustrative maturity value quote | Online reporting |
| Fund fact sheet/KIIDs | Online reporting |
| Update | |
| Fund Switch | Switch online |
| Update personal details | Update online |
| Change address | Update online |
| Change premiums | Update online |
| Make a claim/closure | 0800 634 7477 |
| Other services and tools | |
| Adviser payments | View online |
| Bulk data download | Online reporting |
| Bulk tracking | 0800 634 7479 |
| Tools and calculators | Access online |
| Library literature | View online |
| Group Stakeholder - eg K8000000000 | |
|---|---|
| Group Scheme Services | |
| Group scheme set up | |
| Scheme price | 0345 279 2000 |
| Scheme apply | 0345 279 2000 |
| Group scheme management | |
| All your schemes with SL | View online |
| Plan and payment information | View online |
| Make a payment | Pay online |
| Payment schedules | Submit online |
| Client personal details | Change online |
| Client address | Change online |
| Scheme leavers | View online |
| Individual Member Services | |
| New member - New business | |
| Quote - Transfer payment | Quote online now |
| Quote - Regular and single payment | Quote online now |
| Apply | 0800 634 7479 |
| Tracking | 0800 634 7479 |
| Existing member - New business | |
| Quote - Transfer payment | Quote online now |
| Quote - Regular and single payment | Quote online now |
| Apply | 0800 634 7479 |
| Tracking | 0800 634 7479 |
| Member Servicing | |
| Inform | |
| Personal details | View online |
| Current valuation | View online |
| Transfer valuation | View online |
| Investment breakdown | View online |
| Premium information | View online |
| Report | |
| Client report | Online reporting |
| Provide information pack | Online reporting |
| Client annual statement | Online reporting |
| With profits report | Online reporting |
| Certificate of premiums paid | Online reporting |
| Illustrative maturity value quote | Online reporting |
| Fund fact sheet/KIIDs | Online reporting |
| Update | |
| Fund Switch | 0345 606 0159 |
| Update personal details | View online |
| Change address | View online |
| Change premiums | View online |
| Make a claim/closure | 0800 634 7477 |
| Other services and tools | |
| Adviser payments | View online |
| Bulk data download | Online reporting |
| Bulk tracking | 0800 634 7479 |
| Tools and calculators | Access online |
| Library literature | View online |
| Corporate Stakeholder - eg K8000000000 | |
|---|---|
| Group Scheme Services | |
| Group scheme set up | |
| Scheme price | 0345 279 2000 |
| Scheme apply | 0345 279 2000 |
| Group scheme management | |
| All your schemes with SL | View online |
| Plan and payment information | View online |
| Make a payment | Pay online |
| Payment schedules | Submit online |
| Client personal details | Change online |
| Client address | Change online |
| Scheme leavers | View online |
| Individual Member Services | |
| New member - New business | |
| Quote - Transfer payment | Quote online now |
| Quote - Regular and single payment | Quote online now |
| Apply | 0800 634 7479 |
| Tracking | 0800 634 7479 |
| Existing member - New business | |
| Quote - Transfer payment | Quote online now |
| Quote - Regular and single payment | Quote online now |
| Apply | 0800 634 7479 |
| Tracking | 0800 634 7479 |
| Member Servicing | |
| Inform | |
| Personal details | View online |
| Current valuation | View online |
| Transfer valuation | View online |
| Investment breakdown | View online |
| Premium information | View online |
| Report | |
| Client report | Online reporting |
| Provide information pack | Online reporting |
| Client annual statement | Online reporting |
| With profits report | Online reporting |
| Certificate of premiums paid | Online reporting |
| Illustrative maturity value quote | Online reporting |
| Fund fact sheet/KIIDs | Online reporting |
| Update | |
| Fund Switch | 0345 606 0159 |
| Update personal details | View online |
| Change address | View online |
| Change premiums | View online |
| Make a claim/closure | 0800 634 7477 |
| Other services and tools | |
| Adviser payments | View online |
| Bulk data download | Online reporting |
| Bulk tracking | 0800 634 7479 |
| Tools and calculators | Access online |
| Library literature | View online |
| Group Personal Pension for Larger Employers - eg K1000000000 | |
|---|---|
| Group Scheme Services | |
| Group scheme management | |
| All your schemes with SL | View online |
| Plan and payment information | View online |
| Make a payment | Pay online |
| Payment schedules | Submit online |
| Client personal details | Change online |
| Client address | Change online |
| Scheme leavers | View online |
| Individual Member Services | |
| New member - New business | |
| Quote - Transfer payment | Quote online now |
| Quote - Regular and single payment | Quote online now |
| Apply | 0345 279 8899 |
| Tracking | 0345 279 8899 |
| Existing member - New business | |
| Quote - Transfer payment | Quote online now |
| Quote - Regular and single payment | Quote online now |
| Apply | 0345 279 8899 |
| Tracking | 0345 279 8899 |
| Member Servicing | |
| Inform | |
| Personal details | View online |
| Current valuation | View online |
| Transfer valuation | View online |
| Investment breakdown | View online |
| Premium information | View online |
| Report | |
| Client report | Online reporting |
| Provide information pack | Online reporting |
| Client annual statement | Online reporting |
| With profits report | Online reporting |
| Certificate of premiums paid | Online reporting |
| Illustrative maturity value quote | Online reporting |
| Fund fact sheet/KIIDs | Online reporting |
| Update | |
| Fund Switch | Switch online |
| Update personal details | Update online |
| Change address | Update online |
| Change premiums | Update online |
| Make a claim/closure | 0800 634 7477 |
| Other services and tools | |
| Adviser payments | View online |
| Bulk data download | Online reporting |
| Bulk tracking | 0800 634 7479 |
| Tools and calculators | Access online |
| Library literature | View online |
| Contracted In Money Purchase (Occupational) - eg H80000/1 | |
|---|---|
| Group Scheme Services | |
| Group scheme management | |
| All your schemes with SL | View online |
| Plan and payment information | View online |
| Make a payment | Pay online |
| Payment schedules | Submit online |
| Client personal details | Change online |
| Client address | Change online |
| Scheme leavers | View online |
| Individual Member Services | |
| New member - New business | |
| Quote - Transfer payment | 0345 279 8899 |
| Quote - Regular and single payment | 0345 279 8899 |
| Apply | 0345 279 8899 |
| Tracking | 0345 279 8899 |
| Existing member - New business | |
| Quote - Transfer payment | 0800 634 7480 |
| Quote - Regular and single payment | 0800 634 7480 |
| Apply | 0345 279 8899 |
| Tracking | 0345 279 8899 |
| Member Servicing | |
| Inform | |
| Personal details | View online |
| Current valuation | View online |
| Transfer valuation | View online |
| Investment breakdown | View online |
| Premium information | View online |
| Report | |
| Client report | Online reporting |
| Provide information pack | Online reporting |
| Client annual statement | Online reporting |
| With profits report | Online reporting |
| Certificate of premiums paid | Online reporting |
| Illustrative maturity value quote | Online reporting |
| Fund fact sheet/KIIDs | Online reporting |
| Update | |
| Fund Switch | 0345 606 0159 |
| Update personal details | Update online |
| Change address | Update online |
| Change premiums | Update online |
| Make a claim/closure | 0800 634 7477 |
| Other services and tools | |
| Adviser payments | View online |
| Bulk data download | Online reporting |
| Bulk tracking | 0800 634 7480 |
| Tools and calculators | Access online |
| Library literature | View online |
| Retirement Account Plan (Occupational) - eg H9000000001 | |
|---|---|
| Group Scheme Services | |
| Group scheme management | |
| All your schemes with SL | View online |
| Plan and payment information | View online |
| Make a payment | Pay online |
| Payment schedules | Submit online |
| Client personal details | Change online |
| Client address | Change online |
| Scheme leavers | View online |
| Individual Member Services | |
| New member - New business | |
| Quote - Transfer payment | 0345 279 8899 |
| Quote - Regular and single payment | 0345 279 8899 |
| Apply | 0345 279 8899 |
| Tracking | 0345 279 8899 |
| Existing member - New business | |
| Quote - Transfer payment | 0800 634 7480 |
| Quote - Regular and single payment | 0800 634 7480 |
| Apply | 0345 279 8899 |
| Tracking | 0345 279 8899 |
| Member Servicing | |
| Inform | |
| Personal details | View online |
| Current valuation | View online |
| Transfer valuation | View online |
| Investment breakdown | View online |
| Premium information | View online |
| Report | |
| Client report | Online reporting |
| Provide information pack | Online reporting |
| Client annual statement | Online reporting |
| With profits report | Online reporting |
| Certificate of premiums paid | Online reporting |
| Illustrative maturity value quote | Online reporting |
| Fund fact sheet/KIIDs | Online reporting |
| Update | |
| Fund Switch | 0345 606 0159 |
| Update personal details | Update online |
| Change address | Update online |
| Change premiums | Update online |
| Make a claim/closure | 0800 634 7477 |
| Other services and tools | |
| Adviser payments | View online |
| Bulk data download | Online reporting |
| Bulk tracking | 0800 634 7480 |
| Tools and calculators | Access online |
| Library literature | View online |
| Group Additional Voluntary Contribution (Occupational) - eg H90000/1 | |
|---|---|
| Group Scheme Services | |
| Group scheme management | |
| All your schemes with SL | View online |
| Plan and payment information | View online |
| Make a payment | Pay online |
| Payment schedules | Submit online |
| Client personal details | Change online |
| Client address | Change online |
| Scheme leavers | View online |
| Individual Member Services | |
| New member - New business | |
| Quote - Transfer payment | 0345 279 8899 |
| Quote - Regular and single payment | 0345 279 8899 |
| Apply | 0345 279 8899 |
| Tracking | 0345 279 8899 |
| Existing member - New business | |
| Quote - Transfer payment | 0800 634 7480 |
| Quote - Regular and single payment | 0800 634 7480 |
| Apply | 0345 279 8899 |
| Tracking | 0345 279 8899 |
| Member Servicing | |
| Inform | |
| Personal details | View online |
| Current valuation | View online |
| Transfer valuation | View online |
| Investment breakdown | View online |
| Premium information | View online |
| Report | |
| Client report | Online reporting |
| Provide information pack | Online reporting |
| Client annual statement | Online reporting |
| With profits report | Online reporting |
| Certificate of premiums paid | Online reporting |
| Illustrative maturity value quote | Online reporting |
| Fund fact sheet/KIIDs | Online reporting |
| Update | |
| Fund Switch | 0345 606 0159 |
| Update personal details | Update online |
| Change address | Update online |
| Change premiums | Update online |
| Make a claim/closure | 0800 634 7477 |
| Other services and tools | |
| Adviser payments | View online |
| Bulk data download | Online reporting |
| Bulk tracking | 0800 634 7480 |
| Tools and calculators | Access online |
| Library literature | View online |
| Tailored Investment Bond - eg XR1000000000 | |
|---|---|
| New business | |
| New client | |
| Quote - Single payment | Quote online now |
| Apply | 0800 634 7473 |
| Tracking | 0800 634 7473 |
| Existing client | |
| Quote - Single payment | Quote online now |
| Quote - Recurrent single payment | Quote online now |
| Quote - Withdrawals | Quote online now |
| Apply | 0800 634 7473 |
| Tracking | 0800 634 7473 |
| Client servicing | |
| Inform | |
| Personal details | View online |
| Current valuation | View online |
| Surrender valuation | View online |
| Investment breakdown | View online |
| Premium information | View online |
| Withdrawal details | View online |
| Report | |
| Client report | Online reporting |
| With Profits report | Online reporting |
| Fund fact sheets | Online reporting |
| Update | |
| Fund switch | Switch online |
| Update personal details | 0800 634 7471 |
| Change address | 0800 634 7471 |
| Change premiums | 0800 634 7470 |
| Change withdrawals | 0800 634 7472 |
| Making a claim/closure | 0800 634 7472 |
| Other services and tools | |
| Adviser payments | View online |
| Bulk tracking | 0800 634 7473 |
| Tools and calculators | Access online |
| Literature library | View online |
| International Bond - eg IB1000000000 | |
|---|---|
| New business | |
| New client | |
| Quote - Single payment | Quote online now |
| Quote - Recurrent single payment | Quote online now |
| Quote - Withdrawals | Quote online now |
| Apply | 0345 300 4273 |
| Tracking | 0345 300 4273 |
| Existing client | |
| Quote - Single payment | 0345 300 4273 |
| Quote - Recurrent single payment | 0345 300 4273 |
| Quote - Withdrawals | 0345 300 4273 |
| Apply | 0345 300 4273 |
| Tracking | 0345 300 4273 |
| Client servicing | |
| Inform | |
| Personal details | View online |
| Current valuation | View online |
| Surrender valuation | View online |
| Investment breakdown | View online |
| Premium information | View online |
| Cash transactions | View online |
| Withdrawal details | View online |
| Report | |
| Client report | Online reporting |
| With Profits report | Online reporting |
| Fund fact sheets | Online reporting |
| Update | |
| Fund switch | Switch online |
| Update personal details | 0345 300 4273 |
| Change address | Update online |
| Change premiums | 0345 300 4273 |
| Change withdrawals | 0345 300 4273 |
| Making a claim/closure | 0345 300 4273 |
| Manage adviser charging | Manage online |
| Other services and tools | |
| Adviser payments | View online |
| Bulk data download | Online reporting |
| Bulk tracking | 0345 300 4273 |
| Tools and calculators | Access online |
| Literature library | View online |
| Capital Investment Bond - eg X700000000A | |
|---|---|
| New business | |
| New client | |
| Apply | 0800 634 7473 |
| Tracking | 0800 634 7473 |
| Existing client | |
| Quote - Single payment | Quote online now |
| Quote - Recurrent single payment | Quote online now |
| Quote - Withdrawals | Quote online now |
| Apply | 0800 634 7473 |
| Tracking | 0800 634 7473 |
| Client servicing | |
| Inform | |
| Personal details | View online |
| Current valuation | View online |
| Surrender valuation | View online |
| Investment breakdown | View online |
| Premium information | View online |
| Withdrawal details | View online |
| Report | |
| Client report | Online reporting |
| With Profits report | Online reporting |
| Fund fact sheets | Online reporting |
| Update | |
| Fund switch | Switch online |
| Update personal details | 0800 634 7471 |
| Change address | 0800 634 7471 |
| Change premiums | 0800 634 7470 |
| Change withdrawals | 0800 634 7472 |
| Making a claim/closure | 0800 634 7472 |
| Other services and tools | |
| Adviser payments | View online |
| Bulk data download | Online reporting |
| Bulk tracking | 0800 634 7471 |
| Tools and calculators | Access online |
| Literature library | View online |
| With Profits Bond - eg X700000000A | |
|---|---|
| New business | |
| New client | |
| Quote - Single payment | Quote online now |
| Quote - Withdrawals | Quote online now |
| Apply | 0800 634 7473 |
| Tracking | 0800 634 7473 |
| Existing client | |
| Quote - Single payment | Quote online now |
| Quote - Recurrent single payment | Quote online now |
| Quote - Withdrawals | Quote online now |
| Apply | 0800 634 7473 |
| Tracking | 0800 634 7473 |
| Client servicing | |
| Inform | |
| Personal details | View online |
| Current valuation | View online |
| Surrender valuation | View online |
| Investment breakdown | View online |
| Premium information | View online |
| Withdrawal details | View online |
| Report | |
| Client report | Online reporting |
| With Profits report | Online reporting |
| Fund fact sheets | Online reporting |
| Update | |
| Update personal details | 0800 634 7471 |
| Change address | 0800 634 7471 |
| Change premiums | 0800 634 7470 |
| Change withdrawals | 0800 634 7472 |
| Making a claim/closure | 0800 634 7472 |
| Other services and tools | |
| Adviser payments | View online |
| Bulk data download | Online reporting |
| Bulk tracking | 0800 634 7471 |
| Literature library | View online |
| Distribution Bond - eg X600000000A | |
|---|---|
| New business | |
| New client | |
| Apply | 0800 634 7473 |
| Tracking | 0800 634 7473 |
| Existing client | |
| Quote - Single payment | Quote online now |
| Quote - Recurrent single payment | Quote online now |
| Quote - Withdrawals | Quote online now |
| Apply | 0800 634 7473 |
| Tracking | 0800 634 7473 |
| Client servicing | |
| Inform | |
| Personal details | View online |
| Current valuation | View online |
| Surrender valuation | View online |
| Investment breakdown | View online |
| Premium information | View online |
| Withdrawal details | View online |
| Report | |
| Client report | Online reporting |
| With Profits report | Online reporting |
| Fund fact sheets | Online reporting |
| Update | |
| Fund switch | 0345 606 0055 |
| Update personal details | 0800 634 7471 |
| Change address | 0800 634 7471 |
| Change premiums | 0800 634 7470 |
| Change withdrawals | 0800 634 7472 |
| Making a claim/closure | 0800 634 7472 |
| Other services and tools | |
| Adviser payments | View online |
| Bulk data download | Online reporting |
| Bulk tracking | 0800 634 7473 |
| Tools and calculators | Access online |
| Literature library | View online |
| Minimum Cost Plan - eg X2000000000 | |
|---|---|
| New business | |
| New client | |
| Apply | 0800 634 7473 |
| Tracking | 0800 634 7473 |
| Existing client | |
| Apply | 0800 634 7473 |
| Tracking | 0800 634 7473 |
| Client servicing | |
| Inform | |
| Personal details | 0800 634 7471 |
| Current valuation | 0800 634 7471 |
| Surrender valuation | 0800 634 7471 |
| Investment breakdown | 0800 634 7471 |
| Premium information | 0800 634 7470 |
| Withdrawal details | 0800 634 7472 |
| Report | |
| Client report | 0800 634 7471 |
| With Profits report | 0800 634 7471 |
| Fund fact sheets | 0800 634 7471 |
| Update | |
| Update personal details | 0800 634 7471 |
| Change address | 0800 634 7471 |
| Change premiums | 0800 634 7470 |
| Change withdrawals | 0800 634 7472 |
| Making a claim/closure | 0800 634 7472 |
| Other services and tools | |
| Adviser payments | View online |
| Bulk data download | Online reporting |
| Bulk tracking | 0800 634 7471 |
| Versatile Investment Plan - eg X200000000A | |
|---|---|
| New business | |
| New client | |
| Apply | 0800 634 7473 |
| Tracking | 0800 634 7473 |
| Existing client | |
| Apply | 0800 634 7473 |
| Tracking | 0800 634 7473 |
| Client servicing | |
| Inform | |
| Personal details | 0800 634 7471 |
| Current valuation | 0800 634 7471 |
| Surrender valuation | 0800 634 7471 |
| Investment breakdown | 0800 634 7471 |
| Premium information | 0800 634 7470 |
| Withdrawal details | 0800 634 7472 |
| Report | |
| Client report | 0800 634 7471 |
| With Profits report | 0800 634 7471 |
| Fund fact sheets | 0800 634 7471 |
| Update | |
| Fund switch | 0345 606 0055 |
| Update personal details | 0800 634 7471 |
| Change address | 0800 634 7471 |
| Change premiums | 0800 634 7470 |
| Change withdrawals | 0800 634 7472 |
| Making a claim/closure | 0800 634 7472 |
| Other services and tools | |
| Adviser payments | View online |
| Bulk data download | Online reporting |
| Bulk tracking | 0800 634 7471 |
| Tools and calculators | Access online |
| Peppercorn Investment Bond - eg X20000000 | |
|---|---|
| New business | |
| New client | |
| Apply | 0800 634 7473 |
| Tracking | 0800 634 7473 |
| Existing client | |
| Apply | 0800 634 7473 |
| Tracking | 0800 634 7473 |
| Client servicing | |
| Inform | |
| Personal details | 0800 634 7471 |
| Current valuation | 0800 634 7471 |
| Surrender valuation | 0800 634 7471 |
| Investment breakdown | 0800 634 7471 |
| Premium information | 0800 634 7470 |
| Withdrawal details | 0800 634 7472 |
| Report | |
| Client report | 0800 634 7471 |
| With Profits report | 0800 634 7471 |
| Fund fact sheets | 0800 634 7471 |
| Update | |
| Fund switch | 0345 606 0055 |
| Update personal details | 0800 634 7471 |
| Change address | 0800 634 7471 |
| Change premiums | 0800 634 7470 |
| Change withdrawals | 0800 634 7472 |
| Making a claim/closure | 0800 634 7472 |
| Other services and tools | |
| Adviser payments | View online |
| Bulk tracking | 0800 634 7471 |
| Stocks & Shares Individual Savings Account - eg SP1000000-003 | |
|---|---|
| New business | |
| New Client | |
| Apply | Apply online now |
| Tracking | Track online |
| Client servicing | |
| Inform | |
| Personal details | View online |
| Current valuation | View online |
| Investment breakdown | View online |
| Premium information | View online |
| Cash transactions | View online |
| withdrawal details | View online |
| Report | |
| Cash transactions | Online reporting |
| Investment transactions | Online reporting |
| Open order | Online reporting |
| Charges and rebates | Online reporting |
| Cash balances summary | Online reporting |
| Total holdings summary | Online reporting |
| Charges summary | Online reporting |
| Outstanding charges summary | Online reporting |
| Valuation report | Online reporting |
| Statement | Online reporting |
| Update | |
| Fund switch | Switch online |
| Update personal details | Update online |
| Change address | Update online |
| Change premiums | Update online |
| Change withdrawals | Update online |
| Making a claim/closure | Manage online |
| Manage adviser charging | Manage online |
| Firm servicing | |
| Report | |
| Adviser dealing report | Online reporting |
| Asset allocation report | Online reporting |
| Cash balance report | Online reporting |
| Client listing report | Online reporting |
| Commission paying accounts report | Online reporting |
| Failed/cancelled adviser charges report | Online reporting |
| Outstanding adviser charges report | Online reporting |
| Paid adviser charges report | Online reporting |
| Pending adviser charges report | Online reporting |
| Total holdings report | Online reporting |
| Other services and tools | |
| Adviser payments | View online |
| Tools and calculators | Online reporting |
| Literature library | Access online |
| Mutual Funds - eg SP1000000-002 | |
|---|---|
| New business | |
| New Client | |
| Apply | Apply online now |
| Tracking | Track online |
| Client servicing | |
| Inform | |
| Personal details | View online |
| Current valuation | View online |
| Investment breakdown | View online |
| Premium information | View online |
| Cash transactions | View online |
| withdrawal details | View online |
| Report | |
| Cash transactions | Online reporting |
| Investment transactions | Online reporting |
| Open order | Online reporting |
| Charges and rebates | Online reporting |
| Cash balances summary | Online reporting |
| Total holdings summary | Online reporting |
| Charges summary | Online reporting |
| Outstanding charges summary | Online reporting |
| Valuation report | Online reporting |
| Statement | Online reporting |
| Update | |
| Fund switch | Switch online |
| Update personal details | Update online |
| Change address | Update online |
| Change premiums | Update online |
| Change withdrawals | Update online |
| Making a claim/closure | Manage online |
| Manage adviser charging | Manage online |
| Firm servicing | |
| Report | |
| Adviser dealing report | Online reporting |
| Asset allocation report | Online reporting |
| Cash balance report | Online reporting |
| Client listing report | Online reporting |
| Commission paying accounts report | Online reporting |
| Failed/cancelled adviser charges report | Online reporting |
| Outstanding adviser charges report | Online reporting |
| Paid adviser charges report | Online reporting |
| Pending adviser charges report | Online reporting |
| Total holdings report | Online reporting |
| Other services and tools | |
| Adviser payments | View online |
| Tools and calculators | Online reporting |
| Literature library | View online |
| Self Invested Personal Pension Drawdown - eg D1000000000 | |
|---|---|
| New business | |
| New client | |
| Quote - Transfer payment | Quote online now |
| Quote - Regular payment | Quote online now |
| Quote - Single payment | Quote online now |
| Quote - Drawdown | Quote online now |
| Apply | Apply online now |
| Tracking | 0345 601 8050 |
| Existing client | |
| Quote - Transfer payment | Quote online now |
| Quote - Regular and single payment | Quote online now |
| Quote - Drawdown | 0345 084 5000 |
| Apply | 0345 084 5000 |
| Tracking | 0345 601 8050 |
| Client servicing | |
| Inform | |
| Personal details | View online |
| Current valuation | View online |
| Transfer valuation | View online |
| Investment breakdown | View online |
| Premium information | View online |
| Cash transactions | View online |
| Drawdown details | View online |
| GAD review | View online |
| Report | |
| Client report | Online reporting |
| Provide information pack | Online reporting |
| Client annual statement | Online reporting |
| With profits report | Online reporting |
| Certificate of premiums paid | Online reporting |
| Illustrative maturity value quote | Online reporting |
| Fund fact sheets/KIIDs | Online reporting |
| Update | |
| Fund switch | Switch online |
| Update personal details | 0345 084 5000 |
| Change address | Update online |
| Change payments | 0345 084 5000 |
| Change drawdown | 0345 084 5000 |
| make a claim/closure | 0345 084 5000 |
| Manage adviser charging | Manage online |
| Other services and tools | |
| Adviser payments | View online |
| Bulk data download | Online reporting |
| Bulk tracking | 0345 601 8050 |
| Tools and calculators | Access online |
| Compulsory Purchase Annuity (Pension Annuity) - eg A5000000 | |
|---|---|
| New business - Only available to Standard Life pension customers | |
| Quote - Transfer payment | 0345 084 5000 |
| Apply | 0345 084 5000 |
| Tracking | 0345 084 5000 |
| Client servicing | |
| Inform | |
| Personal details | 0345 084 5000 |
| Current valuation | 0345 084 5000 |
| Transfer valuation | 0345 084 5000 |
| Investment breakdown | 0345 084 5000 |
| Premium information | 0345 084 5000 |
| Cash transactions | 0345 084 5000 |
| Report | |
| Client report | 0345 084 5000 |
| Client annual statement | 0345 084 5000 |
| Update | |
| Update personal details | 0345 084 5000 |
| Change address | 0345 084 5000 |
| Change payments | 0345 084 5000 |
| Change drawdown | 0345 084 5000 |
| make a claim/closure | 0345 084 5000 |
| Manage adviser charging | 0345 084 5000 |
| Other services and tools | |
| Adviser payments | View online |
| Literature library | View online |
| Purchase Life Annuity - eg A6000000 | |
|---|---|
| New business | |
| Quote - Single payment | 0345 084 5000 |
| Apply | 0345 084 5000 |
| Tracking | 0345 084 5000 |
| Client servicing | |
| Inform | |
| Personal details | 0345 084 5000 |
| Current valuation | 0345 084 5000 |
| Transfer valuation | 0345 084 5000 |
| Investment breakdown | 0345 084 5000 |
| Premium information | 0345 084 5000 |
| Cash transactions | 0345 084 5000 |
| Report | |
| Client report | 0345 084 5000 |
| Client annual statement | 0345 084 5000 |
| Update | |
| Update personal details | 0345 084 5000 |
| Change address | 0345 084 5000 |
| Change payments | 0345 084 5000 |
| Change drawdown | 0345 084 5000 |
| make a claim/closure | 0345 084 5000 |
| Manage adviser charging | 0345 084 5000 |
| Other services and tools | |
| Adviser payments | View online |
| Immediate Vesting Personal Pension Plan - eg A5000000 | |
|---|---|
| New business | |
| Quote - Transfer payment | 0345 084 5000 |
| Quote - Single payment | 0345 084 5000 |
| Apply | 0345 084 5000 |
| Tracking | 0345 084 5000 |
| Client servicing | |
| Inform | |
| Personal details | 0345 084 5000 |
| Current valuation | 0345 084 5000 |
| Transfer valuation | 0345 084 5000 |
| Investment breakdown | 0345 084 5000 |
| Premium information | 0345 084 5000 |
| Cash transactions | 0345 084 5000 |
| Report | |
| Client report | 0345 084 5000 |
| Client annual statement | 0345 084 5000 |
| Update | |
| Update personal details | 0345 084 5000 |
| Change address | 0345 084 5000 |
| Change payments | 0345 084 5000 |
| Change drawdown | 0345 084 5000 |
| make a claim/closure | 0345 084 5000 |
| Manage adviser charging | 0345 084 5000 |
| Other services and tools | |
| Adviser payments | View online |
| Immediate Vesting Personal Pension (Select) - eg K3000000000 | |
|---|---|
| New business | |
| Quote - Single payment | 0345 084 5000 |
| Apply | 0345 084 5000 |
| Tracking | 0345 084 5000 |
| Client servicing | |
| Inform | |
| Personal details | 0345 084 5000 |
| Current valuation | 0345 084 5000 |
| Transfer valuation | 0345 084 5000 |
| Investment breakdown | 0345 084 5000 |
| Premium information | 0345 084 5000 |
| Cash transactions | 0345 084 5000 |
| Report | |
| Client report | 0345 084 5000 |
| Client annual statement | 0345 084 5000 |
| Update | |
| Update personal details | 0345 084 5000 |
| Change address | 0345 084 5000 |
| Change payments | 0345 084 5000 |
| Change drawdown | 0345 084 5000 |
| make a claim/closure | 0345 084 5000 |
| Manage adviser charging | 0345 084 5000 |
| Other services and tools | |
| Adviser payments | View online |
| Flexible Pension Plan for Drawdown - eg D6800000000 | |
|---|---|
| New business | |
| Quote - Transfer payment | 0345 084 5000 |
| Quote - Regular and single payment | 0345 084 5000 |
| Apply | 0800 634 7476 |
| Tracking | 0800 634 7476 |
| Client servicing | |
| Inform | |
| Personal details | View online |
| Current valuation | View online |
| Transfer valuation | View online |
| Investment breakdown | View online |
| Premium information | View online |
| Cash transactions | View online |
| Drawdown details | View online |
| GAD review | View online |
| Report | |
| Client report | 0800 634 7476 |
| Provide information pack | 0800 634 7476 |
| Client annual statement | 0800 634 7476 |
| With profits report | 0800 634 7476 |
| Certificate of premiums paid | 0800 634 7476 |
| Illustrative maturity value quote | 0800 634 7476 |
| Fund fact sheets/KIIDs | 0800 634 7476 |
| Update | |
| Fund switch | Switch online |
| Update personal details | 0800 634 7476 |
| Change address | 0800 634 7476 |
| Change payments | 0800 634 7476 |
| Change drawdown | 0345 084 5000 |
| make a claim/closure | 0800 634 7476 |
| Manage adviser charging | 0800 634 7476 |
| Other services and tools | |
| Adviser payments | View online |
| Bulk data download | Online reporting |
| Bulk tracking | 0345 084 5000 |
| Tools and calculators | Access online |
| Literature library | Access online |
| Pension Flexible Withdrawal Plan - eg D6000000000 | |
|---|---|
| Client servicing | |
| Inform | |
| Personal details | View online |
| Current valuation | View online |
| Transfer valuation | View online |
| Investment breakdown | View online |
| Premium information | View online |
| Cash transactions | View online |
| Drawdown details | View online |
| GAD review | View online |
| Report | |
| Client report | 0800 634 7476 |
| Provide information pack | 0800 634 7476 |
| Client annual statement | 0800 634 7476 |
| With profits report | 0800 634 7476 |
| Certificate of premiums paid | 0800 634 7476 |
| Illustrative maturity value quote | 0800 634 7476 |
| Fund fact sheets/KIIDs | 0800 634 7476 |
| Update | |
| Fund switch | Switch online |
| Update personal details | 0800 634 7476 |
| Change address | 0800 634 7476 |
| Change payments | 0800 634 7476 |
| Change drawdown | 0800 634 7476 |
| make a claim/closure | 0800 634 7476 |
| Manage adviser charging | 0800 634 7476 |
| Other services and tools | |
| Adviser payments | View online |
| Bulk data download | Online reporting |
| Bulk tracking | 0345 084 5000 |
| Tools and calculators | Access online |
| Literature library | View online |
| Homeplan - eg W600000000A | |
|---|---|
| Client servicing | |
| Inform | |
| Personal details | 0800 634 7471 |
| Current valuation | 0800 634 7471 |
| Surrender valuation | 0800 634 7471 |
| Investment breakdown | 0800 634 7471 |
| Premium information | 0800 634 7470 |
| Report | |
| Client report | 0800 634 7471 |
| Provide information pack | 0800 634 7471 |
| Client annual statement | 0800 634 7471 |
| Fund fact sheets/KIIDs | 0800 634 7471 |
| Update | |
| Fund switch | 0345 606 0055 |
| Update personal details | 0800 634 7471 |
| Change address | 0800 634 7471 |
| Change payments | 0800 634 7470 |
| Change withdrawals | 0800 634 7472 |
| Make a claim/closure | 0800 634 7472 |
| Other services and tools | |
| Adviser payments | View online |
| Bulk data download | Online reporting |
| Bulk tracking | 0800 634 7471 |
| Tools and calculators | Access online |
| Literature library | View online |
| Level Protection Plan - eg X6000000000 | |
|---|---|
| Client servicing | |
| Inform | |
| Personal details | 0800 634 7471 |
| Current valuation | 0800 634 7471 |
| Investment breakdown | 0800 634 7471 |
| Premium information | 0800 634 7470 |
| Report | |
| Client report | 0800 634 7471 |
| Provide information pack | 0800 634 7471 |
| Client annual statement | 0800 634 7471 |
| Fund fact sheets/KIIDs | 0800 634 7471 |
| Update | |
| Update personal details | 0800 634 7471 |
| Change address | 0800 634 7471 |
| Change payments | 0800 634 7470 |
| Make a claim/closure | 0800 634 7472 |
| Other services and tools | |
| Adviser payments | View online |
| Bulk tracking | 0800 634 7471 |
| Literature library | View online |
| Variable Protection Plan - eg X100000000A | |
|---|---|
| Client servicing | |
| Inform | |
| Personal details | 0800 634 7471 |
| Current valuation | 0800 634 7471 |
| Surrender valuation | 0800 634 7471 |
| Investment breakdown | 0800 634 7471 |
| Premium information | 0800 634 7470 |
| Report | |
| Client report | 0800 634 7471 |
| Provide information pack | 0800 634 7471 |
| Client annual statement | 0800 634 7471 |
| Fund fact sheets/KIIDs | 0800 634 7471 |
| Update | |
| Fund switch | 0345 606 0055 |
| Update personal details | 0800 634 7471 |
| Change address | 0800 634 7471 |
| Change payments | 0800 634 7470 |
| Change withdrawals | 0800 634 7472 |
| Make a claim/closure | 0800 634 7472 |
| Other services and tools | |
| Adviser payments | View online |
| Bulk tracking | 0800 634 7471 |
| Tools and calculators | Access online |
| Literature library | View online |
Don't know the product from your client's plan number? Our product range explained (PDF, 194KB).
Find the right support to assist you with your query. Scheme support contact information (PDF, 20KB).
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.
