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 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
Tracking0345 0845 000
Existing client
Quote - Transfer payment Quote online now
Quote - Regular and single payment Quote online now
Quote - Dependants/
Beneficiaries plan
0345 0845 000
Apply Apply online now
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 details0345 0845 000
Change address Update online
Change payments0345 0845 000
Change drawdown0345 0845 000
Make a claim/closure0345 634 7477
Manage adviser charging Manage online
Other services and tools
Adviser payments View online
Bulk data download Online reporting
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
Existing client
Quote - Transfer payment Quote online now
Quote - Regular and single payment Quote online now
Apply Apply online now
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 details0345 0845 000
Change address Update online
Change payments0345 0845 000
Change drawdown0345 0845 000
Make a claim/closure0800 634 7477
Manage adviser charging Manage online
Other services and tools
Adviser payments View online
Bulk data download Online reporting
Tools and calculators Access online
Literature library View online
Flexible Retirement Plan - eg D2000000000
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 statement0800 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 details0800 634 7476
Change address Update online
Change payments0800 634 7476
Make a claim/closure0800 634 7477
Other services and tools
Adviser payments View online
Bulk data download Online reporting
Tools and calculators Access online
Personal Pension Plan - eg K1000000000
New business
Quote - Transfer payment Quote online now
Quote - Regular and single payment Quote online now
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 details0345 60 60 012
Change address Update online
Change payments0345 60 60 012
Make a claim/closure0800 634 7477
Other services and tools
Adviser payments View online
Bulk data download Online reporting
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
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 details0345 60 60 012
Change address Update online
Change payments0345 60 60 012
Make a claim/closure0800 634 7477
Other services and tools
Adviser payments View online
Bulk data download Online reporting
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
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 details0345 60 60 012
Change address Update online
Change payments0345 60 60 012
Make a claim/closure0800 634 7477
Other services and tools
Adviser payments View online
Bulk data download Online reporting
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
Existing client
Quote - Transfer payment Quote online now
Quote - Regular and single payment Quote online now
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 statement0800 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 switch0345 60 60 159
Update personal details0345 60 60 012
Change address View online
Change payments0800 634 7476
Make a claim/closure0800 634 7477
Other services and tools
Adviser payments View online
Bulk data download Online reporting
Tools and calculators Access online
Literature library View online
Free Standing Additional Voluntary Contribution - eg K9000000000
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 switch0345 60 60 159
Update personal details0345 60 60 12
Change address View online
Change payments0345 60 60 012
Make a claim/closure0800 634 7477
Other services and tools
Adviser payments View online
Bulk data download Online reporting
Tools and calculators Access online
Literature library View online
Transfer Plan - Section 32 Buy Out - eg H4800000001
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 report0345 606 0008
Certificate of premiums paid0345 606 0008
Illustrative maturity value quote0345 606 0008
Fund fact sheet/KIIDS Online reporting
Update
Fund switch0345 606 0159
Update personal details0345 606 0008
Change address Update online
Change payments0345 606 0008
Make a claim/closure0800 634 7477
Other services and tools
Adviser payments View online
Tools and calculators Access online
Literature library0345 606 0008
Individual Buy Out Plan - Section 32 Buy Out - eg HM1000000001
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 report0345 606 0008
Certificate of premiums paid0345 606 0008
Illustrative maturity value quote0345 606 0008
Fund fact sheet/KIIDS Online reporting
Update
Fund switch0345 606 0159
Update personal details0345 606 0080
Change address View online
Change payments0345 606 0008
Make a claim/closure0800 634 7477
Other services and tools
Adviser payments View online
Tools and calculators Access online
Literature library0345 606 0008
Executive Pension Plan - eg H1000000001
New business
Existing client
Apply0800 634 7476
Tracking0800 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
Fund fact sheet/KIIDS Online reporting
Update
Fund switch0345 606 0159
Update personal details0345 606 0008
Change address View online
Change payments0345 606 0008
Make a claim/closure0800 634 7477
Other services and tools
Adviser payments View online
Bulk data download Online reporting
Tools and calculators Access online
Literature library View online
Small Self-Administered Scheme - eg H5000000001
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
Other services and tools
Adviser payments View online
Tools and calculators Access online
Literature library Access online
Retirement Annuity Contract - Section 226(S620) - eg 6000060A
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 report0345 60 60 012
Certificate of premiums paid0345 60 60 012
Illustrative maturity value quote0345 60 60 012
Fund fact sheet/KIIDS Online reporting
Update
Fund switch0345 60 60 159
Update personal details0345 60 60 012
Change address View online
Change payments0345 60 60 012
Make a claim/closure0800 634 7477
Other services and tools
Adviser payments View online
Bulk data download Online reporting
Tools and calculators Access online
Literature library0800 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
Existing member - New business
Quote - Transfer payment Quote online now
Quote - Regular and single payment Quote online now
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
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/closure0800 634 7477
Other services and tools
Adviser payments View online
Bulk data download Online reporting
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
ApplyApply online
TrackingView online
Existing member - New business
Quote - Transfer payment Quote online now
Quote - Regular and single payment Quote online now
ApplyApply online
TrackingView online
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 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
Certificate of premiums paid 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 drawdown0345 084 5000
Make a claim/closure0800 634 7477
Other services and tools
Adviser payments View online
Bulk data download Online reporting
Tools and calculators Access online
Library literature View 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 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
Update
Fund Switch0345 606 0159
Update personal details Update online
Change address Update online
Change premiums Update online
Make a claim/closure0800 634 7477
Other services and tools
Adviser payments View online
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
ApplyApply online
TrackingView online
Existing member - New business
Quote - Transfer payment Quote online now
Quote - Regular and single payment Quote online now
ApplyApply online
TrackingView 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 Switch online
Update personal details Update online
Change address Update online
Change premiums Update online
Make a claim/closure0800 634 7477
Other services and tools
Adviser payments View online
Bulk data download Online reporting
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
Apply0800 634 7479
Tracking0800 634 7479
Existing member - New business
Quote - Transfer payment Quote online now
Quote - Regular and single payment Quote online now
Apply0800 634 7479
Tracking0800 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/closure0800 634 7477
Other services and tools
Adviser payments View online
Bulk data download Online reporting
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
Apply0800 634 7479
Tracking0800 634 7479
Existing member - New business
Quote - Transfer payment Quote online now
Quote - Regular and single payment Quote online now
Apply0800 634 7479
Tracking0800 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/closure0800 634 7477
Other services and tools
Adviser payments View online
Bulk data download Online reporting
Tools and calculators Access online
Library literature View 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 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
ApplyApply online
TrackingView online
Existing member - New business
Quote - Transfer payment Quote online now
Quote - Regular and single payment Quote online now
ApplyApply online
TrackingView 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 Switch0345 606 0159
Update personal details View online
Change address View online
Change premiums View online
Make a claim/closure0800 634 7477
Other services and tools
Adviser payments View online
Bulk data download Online reporting
Tools and calculators Access online
Library literature View 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 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
Existing member - New business
Quote - Transfer payment Quote online now
Quote - Regular and single payment Quote online now
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 Switch0345 606 0159
Update personal details View online
Change address View online
Change premiums View online
Make a claim/closure0800 634 7477
Other services and tools
Adviser payments View online
Bulk data download Online reporting
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
Existing member - New business
Quote - Transfer payment Quote online now
Quote - Regular and single payment Quote online now
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/closure0800 634 7477
Other services and tools
Adviser payments View online
Bulk data download Online reporting
Tools and calculators Access online
Library literature View online
Contracted In Money Purchase (Occupational) - eg H80000/1
Individual Member Services
Existing member - New business
Quote - Transfer payment0800 634 7480
Quote - Regular and single payment0800 634 7480
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
Fund fact sheet/KIIDs Online reporting
Update
Fund Switch0345 606 0159
Change address Update online
Make a claim/closure0800 634 7477
Other services and tools
Adviser payments View online
Bulk data download Online reporting
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
Existing member - New business
Quote - Transfer payment0800 634 7480
Quote - Regular and single payment0800 634 7480
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
Fund fact sheet/KIIDs Online reporting
Update
Fund Switch0345 606 0159
Update personal details Update online
Change address Update online
Change premiums0345 60 60 008
Make a claim/closure0800 634 7477
Other services and tools
Adviser payments View online
Bulk data download Online reporting
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
Existing member - New business
Quote - Transfer payment0800 634 7480
Quote - Regular and single payment0800 634 7480
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
Fund fact sheet/KIIDs Online reporting
Update
Fund Switch0345 606 0159
Update personal details Update online
Change address Update online
Change premiums Update online
Make a claim/closure0800 634 7477
Other services and tools
Bulk data download Online reporting
Tools and calculators Access online
Library literature View online
Tailored Investment Bond - eg XR1000000000
New business
New client
Quote - Single payment Quote online now
Quote - Withdrawals Quote online now
Apply0800 634 7474
Tracking0800 634 7474
Existing client
Apply0800 634 7474
Tracking0800 634 7474
Client servicing
Inform
Personal details View online
Current valuation View online
Surrender valuation View online
Investment breakdown View online
Withdrawal details View online
Report
Client report Online reporting
Update
Fund switch Switch online
Update personal details0800 634 7474
Change address Update online
Change premiums0800 634 7474
Change withdrawals0800 634 7475
Making a claim/closure0800 634 7471
Other services and tools
Adviser payments View online
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
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 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 details0345 300 4273
Change address Update online
Change premiums0345 300 4273
Change withdrawals0345 300 4273
Making a claim/closure0345 300 4273
Manage adviser charging Manage online
Other services and tools
Adviser payments View online
Bulk data download Online reporting
Tools and calculators Access online
Literature library View online
Capital Investment Bond - eg X700000000A
New business
Existing client
Quote - Single payment Quote online now
Quote - Withdrawals Quote online now
Client servicing
Inform
Personal details View online
Current valuation View online
Surrender valuation View online
Investment breakdown View online
Withdrawal details View online
Report
Client report Online reporting
Fund fact sheets Online reporting
Update
Fund switch Switch online
Update personal details0800 634 7474
Change address Update online
Change premiums0800 634 7474
Change withdrawals0800 634 7475
Making a claim/closure0800 634 7471
Other services and tools
Adviser payments View online
Bulk data download Online reporting
Tools and calculators Access online
Literature library View online
With Profits Bond - eg X700000000A
Existing client
Quote - Increment Quote online now
Apply0800 634 7474
Tracking0800 634 7474
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 details0800 634 7474
Change address0800 634 7474
Change premiums0800 634 7474
Change withdrawals0800 634 7475
Making a claim/closure0800 634 7471
Other services and tools
Adviser payments View online
Bulk data download Online reporting
Literature library View online
Distribution Bond - eg X600000000A
New business
Existing client
Quote - Single payment Quote online now
Quote - Additional payments Quote online now
Quote - Withdrawals Quote online now
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
Fund fact sheets Online reporting
Update
Fund switch Switch online
Update personal details0800 634 7474
Change address Update online
Making a claim/closure0800 634 7471
Other services and tools
Adviser payments View online
Bulk data download Online reporting
Tools and calculators Access online
Literature library View online
Minimum Cost Plan - eg X2000000000
Client servicing
Inform
Personal details View online
Current valuation View online
Surrender valuation View online
Premium information View online
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 payments View online
Bulk data download Online reporting
Versatile Investment Plan - eg X200000000A
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 report0800 634 7471
Fund fact sheets Online reporting
Update
Fund switchAccess online
Update personal details0800 634 7474
Change addressAccess online
Change premiums0800 634 7474
Change withdrawals0800 634 7475
Making a claim/closure0800 634 7471
Other services and tools
Adviser payments View online
Bulk data download Online reporting
Tools and calculators Access online
Peppercorn Investment Bond - eg X20000000
New business
New client
Apply0800 634 7474
Tracking0800 634 7474
Existing client
Apply0800 634 7474
Tracking0800 634 7474
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 switch0345 60 60 055
Update personal details0800 634 7474
Change address0800 634 7474
Change premiums0800 634 7474
Change withdrawals0800 634 7475
Making a claim/closure0800 634 7471
Other services and tools
Adviser payments View online
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
Active Money 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
Existing client
Quote - Transfer payment Quote online now
Quote - Regular and single payment Quote online now
Quote - Drawdown0345 084 5000
Apply Apply online now
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 details0345 084 5000
Change address Update online
Change payments0345 084 5000
Change drawdown0345 084 5000
make a claim/closure0345 084 5000
Manage adviser charging Manage online
Other services and tools
Adviser payments View online
Bulk data download Online reporting
Tools and calculators Access 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 payments View online
Literature library View 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 payments View 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 payments View 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 payments View online
Flexible Pension Plan for Drawdown - eg D6800000000
New business
Quote - Transfer payment0345 084 5000
Quote - Regular and single payment0345 084 5000
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 quote0345 0845 000
Fund fact sheets Online reporting
Update
Fund switch Switch online
Update personal details0345 0845 000
Change address Update online
Change payments0345 0845 000
Change drawdown0345 084 5000
make a claim/closure0800 634 7477
Manage adviser charging0345 0845 000
Other services and tools
Adviser payments View online
Bulk data download Online reporting
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 reportOnline reporting
Provide information packOnline reporting
Client annual statementOnline reporting
With profits report0345 0845 000
Certificate of premiums paidOnline reporting
Illustrative maturity value quote0345 0845 000
Fund fact sheets/KIIDsOnline reporting
Update
Fund switch Switch online
Update personal details0345 0845 000
Change addressOnline reporting
Change payments0345 0845 000
Change drawdown0345 0845 000
make a claim/closure0345 0845 000
Manage adviser charging0345 0845 000
Other services and tools
Adviser payments View online
Bulk data download Online reporting
Tools and calculators Access online
Literature library View online
Homeplan - eg W600000000A
Client servicing
Inform
Personal details View online
Current valuation View online
Surrender valuation View online
Investment breakdown View online
Premium information View online
Report
Client report Online reporting
Fund fact sheets Online reporting
Update
Fund switch Switch online
Update personal details0800 634 7474
Change address Update online
Change payments0800 634 7474
Change withdrawals0800 634 7475
Make a claim/closure0800 634 7471
Other services and tools
Adviser payments View online
Bulk data download Online reporting
Tools and calculators Access online
Literature library View online
Level Protection Plan - eg X6000000000
Client servicing
Inform
Personal detailsView online
Premium informationView online
Report
Provide information packView online
Update
Update personal details0800 634 7474
Change addressView online
Change payments0800 634 7474
Make a claim/closure0800 634 7471
Other services and tools
Adviser payments View online
Literature library View online
Variable Protection Plan - eg X100000000A
Client servicing
Inform
Personal details View online
Current valuation View online
Surrender valuation View online
Investment breakdown View online
Premium information View online
Report
Client report Online reporting
Provide information pack0800 634 7471
Client annual statement0800 634 7471
Fund fact sheets Online reporting
Update
Fund switch Switch online
Update personal details0800 634 7474
Change address Update online
Change payments0800 634 7475
Change withdrawals0800 634 7475
Make a claim/closure0800 634 7471
Other services and tools
Adviser payments View online
Tools and calculators Access online
Literature library View online

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