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 Our Services

Online Services

All the information you need to prepare for client meetings, at your fingertips

Services

 Platform 

Individual pensions

 Investments 

Workplace savings

 Protection 

Library

Brochures

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Key features

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Sales aids

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Client literature

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Fund Centre

Up to date pricing & risk ratings

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Fund performance charting tool

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Industry standard fund codes

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Extra fund details into a CSV file

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Making it easier to do business with us

Services

 Platform 

Individual pensions

 Investments 

 Protection 

Quote

Quote online

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Retrieve, view and edit saved quotes

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Apply

Quote data pre-populated into application

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Retrieve, view and edit part-completed applications

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Download completed applications as PDFs

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Track new business


View application status, contract details etc

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Download  case details for your records

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The main information you need

Services

 Platform 

Individual pensions

 Investments 

Workplace savings

 Protection 

My clients

See basic policy info

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See transaction history


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Create a client report

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See client documents

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Get a valuation

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Switch /redirect funds

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Portfolio analysis

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Create and maintain investment profiles

 Business reporting 

 Bulk switch and re-balance

Retrieve completed applications

Create and maintain alert notifications

Platform products - additional servicing

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WA01320 07/2016