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    This site is designed and intended for UK authorised and regulated financial advisers and intermediaries only.

    If you are not a financial adviser or intermediary, please visit our personal site

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    Online services

    Service update

    To support you and your clients through these challenging times we have a firmly established process in place enabling our customer service colleagues to work remotely. Our phone lines are open to support you and your clients, and all of our processes are fully operational. Please use our online services wherever possible to help us keep our phone service free for our most vulnerable customers.

    How we can help online

    Access our Online Services now

    • Create illustrations and make applications.
    • View policy information in real time.
    • Integrate back-office systems.

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    Not registered? Register for an account

     

    There are different ways to access our Online Services, and some steps you'll need to complete if you're not already registered. Refer to Accessing our Online Services for guidance.

     

    Start working online

    Discover how our secure online client management services works better for you and how it can help you manage your clients. See how you can register for this through either Unipass, or your own user name and password, or gain agency registration.

    How to register

    Make new business easier

    See how you can create, save and customise compliant industry standard illustrations online, create pre-populated applications, use common portals and other ways to make your work easier.

    How to illustrate and apply

    Manage your customers

    How to review and manage your client’s portfolios with real time access to valuations and fund performance data. Plus, see how you carry out servicing transactions.

    Review customers

    Answers to your questions

    If you have questions, first look at our FAQ about our services to see if you can find the answers you need.

    Read our FAQs

    Online services for our products

    See how we can help you work better for us online with each of our product areas.

    Retirement Account online service

    Workplace Savings online services

    Protection Services

    Mortgage Services

    Web support

    If you need help with our online services get in touch with the relevant product area to get the support you need.