Individual customers

Online services info

Plan information

If you have one of the following types of plan with us then you are able to use our online services.

• Individual Personal Pension (including Flexible Pension Plan)
• Individual Stakeholder Pension
• Investment Bonds (including Performance Bond and Investment Control)
• Group Personal Pension
• Group Money Purchase
• Group Additional Voluntary Contributions
• Group Stakeholder Pension
• Phased Retirement (Retirement Control)
• Income Drawdown (Retirement Control)
• SIPP
• Group SIPP
• Trustee proposed section 32 buyout (Trustee Transfer Plan)

Plan information includes:

• Details about your plan(s)
• Ability to switch funds
• Current and historic value for pensions
• Currnet value for investment bonds
• Current pensions transfer value
• Pensions transaction lists - all the contributions paid in, switches and plan charges
• Estimated pension income you could receive when you retire*
• Fund information

* Now available for trustee proposed section 32 buyout plans.

Support

While you are viewing your plan in online services you can also access:

• Company information
• Your plan retirement options
• Contact details service allowing you to send emails to us via our secure site
• Glossary to help with some of the more technical phrases and words