• Manage retirement and investment products with Online services

    If your client has an off-platform, standalone product, you can manage them quickly and easily online with Online services.

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    Online services is here

    We've upgraded and re-named Client management. Online services has been redesigned with new services giving you even more control over your clients' assets.

    • A new fully-insured switching and re-direct service, where specific funds can be chosen for switches out, so you can now switch single as well as multiple funds.
    • An online single contribution service for the Retirement Wealth Account (fully-insured) and Individual Pension products.

    We hope you like it. We'll continue to listen and act on your feedback, so keep an eye out for more improvements throughout the year.

  • Manage and service your clients' policies with Online services
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    What can you do with Online services?

    • View policy information, see current and historic valuations and fund factsheets
    • Switch or redirect funds and send secure messages
    • See your remuneration statements and other bulk-printed documents
    • Update client details and change selected retirement age
    • Create top-up illustrations to help your client plan for the future