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Get instant access to some of our online services - it only takes a few minutes.

  • Create new illustrations for Retirement Wealth Account and the Investment Bond
  • Access our Pension Options Planner tool 
  • Save shortlists of funds and access fund comparison reports

Once you have terms of business with us you can also get access to our Client Management area where you can:

  • Access your clients' policy information and valuations
  • Switch and redirect funds
  • Use our online top up service for single contributions
  • View fund factsheets
  • Download up to date policy information via your Back Office 
 

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Fund factsheets now available through Client Management

We've added some quick links on the 'holdings' page so you can quickly and easily view fund factsheets as and when you need them.

Problems logging in?

If you're having problems with your account or have forgotten your password please call:

Contact Management Centre
0845 129 9993

Or Request a new password

Lines are open Monday - Friday, 08:30 to 17:30.

 
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