Plan information
You can get information for the following products:
- group personal pensions
- group money purchase pensions
- group additional voluntary contributions (AVCs)
- group stakeholder pensions
- group self-invested personal pensions (GSIPP)
The information includes:
- details about employee pension plans
- current and historic values
- current transfer value
- transaction lists - all the contributions paid in
- estimated pension income
- fund information
- members can also switch funds online
Scheme management
- Pay contributions online
- Add new members
- Inform us of leavers or contribution breaks
- Update salaries, National Insurance numbers and name changes
Claims and underwriting tracking
For group protection schemes - keeping you up to date
You can follow the progress of your scheme's underwriting and any claims that may occur, using a tracker that updates you personally on decisions as they happen.
The tracker shares information between you, your financial adviser and us to help deliver a faster, more efficient service that keeps everyone informed at all times.
You can look at:
- case files - to find out whether any information has been requested, received or is outstanding for underwriting cases
- claims - to find out what stage in the process a claim has reached
- scheme details - including cover types and contact information
Your financial adviser will be in touch to let you know if your scheme can be tracked online. If you're in any doubt you should contact them direct.
Support
- Company information
- Contact details
Online demo
Find out more about the services we offer online and how to use them. The demo acts as an online walkthrough of our system.