Service & support

Existing clients

Arrange single and regular top ups and transfers without the need for a client signature.

• Signature-free process
• increase existing regular contributions, start new regular contributions and make single payments
• recall increment illustrations and quickly progress into applications, saving you time
• transfer policies from other providers
• use our ‘Quick Top Up’ option to add an increment quickly.
  
  

How to do Top ups and Transfers Guide (interactive PDF, 5MB)

How to do Top ups and Transfers Guide (printable PDF, 6MB)

New Clients: Illustrate and Apply online

Existing Clients: Illustrate only

Our automated phased drawdown option, allowing clients to draw regular amounts of tax-free cash or a mix or tax-free cash and taxable income.

• Help clients to manage their tax affairs efficiently
• potential for their retirement fund to grow
• opportunity for further tax-free cash to be accumulated in the future
• saves you time and money through automation and cost- efficient online support.
  
  

Switch, Buy & Sell

Buy, sell and switch Scottish Widows Pension Funds and Fund Supermarket funds with no need for a client signature. 

End State Switching

Easily restructure your clients’ funds – define your clients’ desired portfolio and our systems calculate the sells, switches and buys required to create this ‘end state’.

• Use money in the Control Account as part of the transaction/investment mix
• can be applied to any existing regular premiums
• available for Scottish Widows Pension Funds and Fund Supermarket funds.
   

Portfolio Management Service

Simple way to create and manage your own model portfolios for clients with similar investment aims and objectives, saving you time and effort.

• Available for illustrations and applications to save keying in multiple funds and splits
• link new and existing policies to your model portfolios
• automatic rebalancing – control the timing of a rebalance of client assets back to the target asset allocation
• use money in the Control Account as part of the model portfolio
• available for Scottish Widows Pension Funds and Fund Supermarket funds.
  
  

Policy Values

Find and view client information so you can manage all your existing business efficiently.

View Contribution and Investment History

• Make policy enquiries and valuations
• view contribution, investment and transaction history
• full asset analysis
• customise reports - select a simple summary or a full report, and use our ‘asset analyser’ to provide portfolio insight
• integrated to key back office systems used by Advisers

Assyst                     IFAMs
Iress                        Intelliflo
Best Practice         JCS
Capita                     Plum
Durrell                    True Potential

View Client Information and Use Online Reports Guide (interactive PDF, 3MB)

View Client Information and Use Online Reports Guide (printable PDF, 6MB)

Client Review Report

Save time preparing for client reviews by easily requesting the information you need. This report may also be useful to answer ad-hoc queries about a client's Retirement Account.

• Client report covering a fixed period of 12 months with key information
• Receive a client illustration by post that will show what your client’s plan could be worth at retirement
• Includes the tax-free cash and income taken since the plan started.

Find out more about the Client Review Report

We have improved the key processes below to remove the need for a wet signature: