Select a product to find out
which transactional services
are available
| Self Invested Personal Pension - eg D1000000000 | |
|---|---|
| New business | |
| New client | |
| Quote - Transfer payment | Quote online now |
| Quote - Regular and single payment | Quote online now |
| Quote - Drawdown | Quote online now |
| Quote - Dependants/ Beneficiaries plan | 0345 0845 000 |
| Apply | Apply online now |
| Apply Dependants/ Beneficiaries plan | 0345 0845 000 |
| Tracking | 0345 0845 000 |
| Existing client | |
| Quote - Transfer payment | Quote online now |
| Quote - Regular and single payment | Quote online now |
| Quote - Dependants/ Beneficiaries plan | 0345 0845 000 |
| Apply | Apply online now |
| Client servicing | |
| Inform | |
| Personal details | View online |
| Current valuation | View online |
| Transfer valuation | View online |
| Investment breakdown | View online |
| Premium information | View online |
| Cash transactions | View online |
| Drawdown details | View online |
| Gad review | View online |
| Report | |
| Client report | Online reporting |
| Provide information pack | Online reporting |
| Client annual statement | Online reporting |
| With profits report | Online reporting |
| Certificate of premiums paid | Online reporting |
| Illustrative maturity value quote | Online reporting |
| Fund fact sheet/KIIDS | Online reporting |
| Update | |
| Add more money | Apply online now |
| Fund switch | Switch online |
| Update personal details | 0345 0845 000 |
| Change address | Update online |
| Change payments | 0345 0845 000 |
| Change drawdown | 0345 0845 000 |
| Make a claim/closure | 0345 634 7477 |
| Manage adviser charging | Manage online |
| Other services and tools | |
| Adviser payments | View online |
| Bulk data download | Online reporting |
| Tools and calculators | Access online |
| Literature library | View online |
| Active Money Personal Pension - eg D1000000000 | |
|---|---|
| New business | |
| New client | |
| Quote - Transfer payment | Quote online now |
| Quote - Regular and single payment | Quote online now |
| Apply | Apply online now |
| Existing client | |
| Quote - Transfer payment | Quote online now |
| Quote - Regular and single payment | Quote online now |
| Apply | Apply online now |
| Client servicing | |
| Inform | |
| Personal details | View online |
| Current valuation | View online |
| Transfer valuation | View online |
| Investment breakdown | View online |
| Premium information | View online |
| Cash transactions | View online |
| Report | |
| Client report | Online reporting |
| Provide information pack | Online reporting |
| Client annual statement | Online reporting |
| With profits report | Online reporting |
| Certificate of premiums paid | Online reporting |
| Illustrative maturity value quote | Online reporting |
| Fund fact sheet/KIIDS | Online reporting |
| Update | |
| Add more money | Apply online now |
| Fund switch | Switch online |
| Update personal details | 0345 0845 000 |
| Change address | Update online |
| Change payments | 0345 0845 000 |
| Change drawdown | 0345 0845 000 |
| Make a claim/closure | 0800 634 7477 |
| Manage adviser charging | Manage online |
| Other services and tools | |
| Adviser payments | View online |
| Bulk data download | Online reporting |
| Tools and calculators | Access online |
| Literature library | View online |
| Flexible Retirement Plan - eg D2000000000 | |
|---|---|
| Client servicing | |
| Inform | |
| Personal details | View online |
| Current valuation | View online |
| Transfer valuation | View online |
| Investment breakdown | View online |
| Premium information | View online |
| Report | |
| Client report | Online reporting |
| Provide information pack | Online reporting |
| Client annual statement | 0800 634 7476 |
| Certificate of premiums paid | Online reporting |
| Illustrative maturity value quote | Online reporting |
| Fund fact sheet/KIIDS | Online reporting |
| Update | |
| Fund switch | Switch online |
| Update personal details | 0800 634 7476 |
| Change address | Update online |
| Change payments | 0800 634 7476 |
| Make a claim/closure | 0800 634 7477 |
| Other services and tools | |
| Adviser payments | View online |
| Bulk data download | Online reporting |
| Tools and calculators | Access online |
| Personal Pension Plan - eg K1000000000 | |
|---|---|
| New business | |
| Quote - Transfer payment | Quote online now |
| Quote - Regular and single payment | Quote online now |
| Client servicing | |
| Inform | |
| Personal details | View online |
| Current valuation | View online |
| Transfer valuation | View online |
| Investment breakdown | View online |
| Premium information | View online |
| Report | |
| Client report | Online reporting |
| Provide information pack | Online reporting |
| Client annual statement | Online reporting |
| With profits report | Online reporting |
| Certificate of premiums paid | Online reporting |
| Illustrative maturity value quote | Online reporting |
| Fund fact sheet/KIIDS | Online reporting |
| Update | |
| Fund switch | Switch online |
| Update personal details | 0345 60 60 012 |
| Change address | Update online |
| Change payments | 0345 60 60 012 |
| Make a claim/closure | 0800 634 7477 |
| Other services and tools | |
| Adviser payments | View online |
| Bulk data download | Online reporting |
| Tools and calculators | Access online |
| Literature library | View online |
| Personal Pension One - eg K1000000000 | |
|---|---|
| New business | |
| Quote - Transfer payment | Quote online now |
| Quote - Regular and single payment | Quote online now |
| Client servicing | |
| Inform | |
| Personal details | View online |
| Current valuation | View online |
| Transfer valuation | View online |
| Investment breakdown | View online |
| Premium information | View online |
| Report | |
| Client report | Online reporting |
| Provide information pack | Online reporting |
| Client annual statement | Online reporting |
| With profits report | Online reporting |
| Certificate of premiums paid | Online reporting |
| Illustrative maturity value quote | Online reporting |
| Fund fact sheet/KIIDS | Online reporting |
| Update | |
| Fund switch | Switch online |
| Update personal details | 0345 60 60 012 |
| Change address | Update online |
| Change payments | 0345 60 60 012 |
| Make a claim/closure | 0800 634 7477 |
| Other services and tools | |
| Adviser payments | View online |
| Bulk data download | Online reporting |
| Tools and calculators | Access online |
| Literature library | View online |
| Personal Pension Flex - eg K1000000000 | |
|---|---|
| New business | |
| Quote - Transfer payment | Quote online now |
| Quote - Regular and single payment | Quote online now |
| Client servicing | |
| Inform | |
| Personal details | View online |
| Current valuation | View online |
| Transfer valuation | View online |
| Investment breakdown | View online |
| Premium information | View online |
| Report | |
| Client report | Online reporting |
| Provide information pack | Online reporting |
| Client annual statement | Online reporting |
| With profits report | Online reporting |
| Certificate of premiums paid | Online reporting |
| Illustrative maturity value quote | Online reporting |
| Fund fact sheet/KIIDS | Online reporting |
| Update | |
| Fund switch | Switch online |
| Update personal details | 0345 60 60 012 |
| Change address | Update online |
| Change payments | 0345 60 60 012 |
| Make a claim/closure | 0800 634 7477 |
| Other services and tools | |
| Adviser payments | View online |
| Bulk data download | Online reporting |
| Tools and calculators | Access online |
| Literature library | View online |
| Individual Stakeholder Pension Plan - eg K8000000000 | |
|---|---|
| New business | |
| New client | |
| Quote - Transfer payment | Quote online now |
| Quote - Regular and single payment | Quote online now |
| Existing client | |
| Quote - Transfer payment | Quote online now |
| Quote - Regular and single payment | Quote online now |
| Client servicing | |
| Inform | |
| Personal details | View online |
| Current valuation | View online |
| Transfer valuation | View online |
| Investment breakdown | View online |
| Premium information | View online |
| Report | |
| Client report | Online reporting |
| Provide information pack | Online reporting |
| Client annual statement | 0800 634 7476 |
| With profits report | Online reporting |
| Certificate of premiums paid | Online reporting |
| Illustrative maturity value quote | Online reporting |
| Fund fact sheet/KIIDS | Online reporting |
| Update | |
| Fund switch | 0345 60 60 159 |
| Update personal details | 0345 60 60 012 |
| Change address | View online |
| Change payments | 0800 634 7476 |
| Make a claim/closure | 0800 634 7477 |
| Other services and tools | |
| Adviser payments | View online |
| Bulk data download | Online reporting |
| Tools and calculators | Access online |
| Literature library | View online |
| Free Standing Additional Voluntary Contribution - eg K9000000000 | |
|---|---|
| Client servicing | |
| Inform | |
| Personal details | View online |
| Current valuation | View online |
| Transfer valuation | View online |
| Investment breakdown | View online |
| Premium information | View online |
| Report | |
| Client report | Online reporting |
| Provide information pack | Online reporting |
| Client annual statement | Online reporting |
| With profits report | Online reporting |
| Certificate of premiums paid | Online reporting |
| Illustrative maturity value quote | Online reporting |
| Fund fact sheet/KIIDS | Online reporting |
| Update | |
| Fund switch | 0345 60 60 159 |
| Update personal details | 0345 60 60 12 |
| Change address | View online |
| Change payments | 0345 60 60 012 |
| Make a claim/closure | 0800 634 7477 |
| Other services and tools | |
| Adviser payments | View online |
| Bulk data download | Online reporting |
| Tools and calculators | Access online |
| Literature library | View online |
| Transfer Plan - Section 32 Buy Out - eg H4800000001 | |
|---|---|
| Client servicing | |
| Inform | |
| Personal details | View online |
| Current valuation | View online |
| Transfer valuation | View online |
| Investment breakdown | View online |
| Premium information | View online |
| Report | |
| Client report | Online reporting |
| Provide information pack | Online reporting |
| Client annual statement | Online reporting |
| With profits report | 0345 606 0008 |
| Certificate of premiums paid | 0345 606 0008 |
| Illustrative maturity value quote | 0345 606 0008 |
| Fund fact sheet/KIIDS | Online reporting |
| Update | |
| Fund switch | 0345 606 0159 |
| Update personal details | 0345 606 0008 |
| Change address | Update online |
| Change payments | 0345 606 0008 |
| Make a claim/closure | 0800 634 7477 |
| Other services and tools | |
| Adviser payments | View online |
| Tools and calculators | Access online |
| Literature library | 0345 606 0008 |
| Individual Buy Out Plan - Section 32 Buy Out - eg HM1000000001 | |
|---|---|
| Client servicing | |
| Inform | |
| Personal details | View online |
| Current valuation | View online |
| Transfer valuation | View online |
| Investment breakdown | View online |
| Premium information | View online |
| Report | |
| Client report | Online reporting |
| Provide information pack | Online reporting |
| Client annual statement | Online reporting |
| With profits report | 0345 606 0008 |
| Certificate of premiums paid | 0345 606 0008 |
| Illustrative maturity value quote | 0345 606 0008 |
| Fund fact sheet/KIIDS | Online reporting |
| Update | |
| Fund switch | 0345 606 0159 |
| Update personal details | 0345 606 0080 |
| Change address | View online |
| Change payments | 0345 606 0008 |
| Make a claim/closure | 0800 634 7477 |
| Other services and tools | |
| Adviser payments | View online |
| Tools and calculators | Access online |
| Literature library | 0345 606 0008 |
| Executive Pension Plan - eg H1000000001 | |
|---|---|
| New business | |
| Existing client | |
| Apply | 0800 634 7476 |
| Tracking | 0800 634 7476 |
| Client servicing | |
| Inform | |
| Personal details | View online |
| Current valuation | View online |
| Transfer valuation | View online |
| Investment breakdown | View online |
| Premium information | View online |
| Report | |
| Client report | Online reporting |
| Provide information pack | Online reporting |
| Client annual statement | Online reporting |
| Fund fact sheet/KIIDS | Online reporting |
| Update | |
| Fund switch | 0345 606 0159 |
| Update personal details | 0345 606 0008 |
| Change address | View online |
| Change payments | 0345 606 0008 |
| Make a claim/closure | 0800 634 7477 |
| Other services and tools | |
| Adviser payments | View online |
| Bulk data download | Online reporting |
| Tools and calculators | Access online |
| Literature library | View online |
| Small Self-Administered Scheme - eg H5000000001 | |
|---|---|
| Client servicing | |
| Inform | |
| Personal details | 0345 606 0018 |
| Current valuation | 0345 606 0018 |
| Transfer valuation | 0345 606 0018 |
| Investment breakdown | 0345 606 0018 |
| Premium information | 0345 606 0018 |
| Cash transactions | 0345 606 0018 |
| Drawdown details | 0345 606 0018 |
| Gad review | 0345 606 0018 |
| Report | |
| Client report | 0345 606 0018 |
| Provide information pack | 0345 606 0018 |
| Client annual statement | 0345 606 0018 |
| With profits report | 0345 606 0018 |
| Certificate of premiums paid | 0345 606 0018 |
| Illustrative maturity value quote | 0345 606 0018 |
| Fund fact sheet/KIIDS | 0345 606 0018 |
| Update | |
| Fund switch | 0345 606 0018 |
| Update personal details | 0345 606 0018 |
| Change address | 0345 606 0018 |
| Change payments | 0345 606 0018 |
| Change drawdown | 0345 606 0018 |
| Other services and tools | |
| Adviser payments | View online |
| Tools and calculators | Access online |
| Literature library | Access online |
| Retirement Annuity Contract - Section 226(S620) - eg 6000060A | |
|---|---|
| Client servicing | |
| Inform | |
| Personal details | View online |
| Current valuation | View online |
| Transfer valuation | View online |
| Investment breakdown | View online |
| Premium information | View online |
| Report | |
| Client report | Online reporting |
| Provide information pack | Online reporting |
| Client annual statement | Online reporting |
| With profits report | 0345 60 60 012 |
| Certificate of premiums paid | 0345 60 60 012 |
| Illustrative maturity value quote | 0345 60 60 012 |
| Fund fact sheet/KIIDS | Online reporting |
| Update | |
| Fund switch | 0345 60 60 159 |
| Update personal details | 0345 60 60 012 |
| Change address | View online |
| Change payments | 0345 60 60 012 |
| Make a claim/closure | 0800 634 7477 |
| Other services and tools | |
| Adviser payments | View online |
| Bulk data download | Online reporting |
| Tools and calculators | Access online |
| Literature library | 0800 634 7476 |
| Group Flexible Retirement Plan - eg D2000000000 | |
|---|---|
| Group Scheme Services | |
| Group scheme set up | |
| Scheme price | Quote online now |
| Scheme apply | Apply online now |
| Group scheme management | |
| All your schemes with SL | View online |
| Plan and payment information | View online |
| Make a payment | Pay online |
| Payment schedules | Submit online |
| Client personal details | Change online |
| Client address | Change online |
| Scheme leavers | View online |
| Individual Member Services | |
| New member - New business | |
| Quote - Transfer payment | Quote online now |
| Quote - Regular and single payment | Quote online now |
| Existing member - New business | |
| Quote - Transfer payment | Quote online now |
| Quote - Regular and single payment | Quote online now |
| Member Servicing | |
| Inform | |
| Personal details | View online |
| Current valuation | View online |
| Transfer valuation | View online |
| Investment breakdown | View online |
| Premium information | View online |
| Report | |
| Client report | Online reporting |
| Provide information pack | Online reporting |
| Client annual statement | Online reporting |
| Certificate of premiums paid | Online reporting |
| Illustrative maturity value quote | Online reporting |
| Fund fact sheet/KIIDs | Online reporting |
| Update | |
| Fund Switch | Switch online |
| Update personal details | Update online |
| Change address | Update online |
| Change premiums | Update online |
| Make a claim/closure | 0800 634 7477 |
| Other services and tools | |
| Adviser payments | View online |
| Bulk data download | Online reporting |
| Tools and calculators | Access online |
| Library literature | View online |
| Group Self Invested Personal Pension - eg D1000000000 | |
|---|---|
| Group Scheme Services | |
| Group scheme set up | |
| Scheme price | Quote online now |
| Scheme apply | Apply online now |
| Group scheme management | |
| All your schemes with SL | View online |
| Plan and payment information | View online |
| Make a payment | Pay online |
| Payment schedules | Submit online |
| Client personal details | Change online |
| Client address | Change online |
| Scheme leavers | View online |
| Individual Member Services | |
| New member - New business | |
| Quote - Transfer payment | Quote online now |
| Quote - Regular and single payment | Quote online now |
| Apply | Apply online |
| Tracking | View online |
| Existing member - New business | |
| Quote - Transfer payment | Quote online now |
| Quote - Regular and single payment | Quote online now |
| Apply | Apply online |
| Tracking | View online |
| Member Servicing | |
| Inform | |
| Personal details | View online |
| Current valuation | View online |
| Transfer valuation | View online |
| Investment breakdown | View online |
| Premium information | View online |
| Cash transactions | View online |
| Drawdown details | View online |
| GAD review | View online |
| Report | |
| Client report | Online reporting |
| Provide information pack | Online reporting |
| Client annual statement | Online reporting |
| Certificate of premiums paid | Online reporting |
| Fund fact sheet/KIIDs | Online reporting |
| Update | |
| Fund Switch | Switch online |
| Update personal details | Update online |
| Change address | Update online |
| Change premiums | Update online |
| Change drawdown | 0345 084 5000 |
| Make a claim/closure | 0800 634 7477 |
| Other services and tools | |
| Adviser payments | View online |
| Bulk data download | Online reporting |
| Tools and calculators | Access online |
| Library literature | View online |
| Trust Based Pension (Occupational) - eg TM1000000001 | |
|---|---|
| Group Scheme Services | |
| Group scheme set up | |
| Scheme price | 0345 279 2000 |
| Scheme apply | 0345 279 2000 |
| Group scheme management | |
| All your schemes with SL | View online |
| Plan and payment information | View online |
| Make a payment | Pay online |
| Payment schedules | Submit online |
| Client personal details | Change online |
| Client address | Change online |
| Scheme leavers | View online |
| Member Servicing | |
| Inform | |
| Personal details | View online |
| Current valuation | View online |
| Transfer valuation | View online |
| Investment breakdown | View online |
| Premium information | View online |
| Update | |
| Fund Switch | 0345 606 0159 |
| Update personal details | Update online |
| Change address | Update online |
| Change premiums | Update online |
| Make a claim/closure | 0800 634 7477 |
| Other services and tools | |
| Adviser payments | View online |
| Tools and calculators | Access online |
| Library literature | View online |
| Group Personal Pension Plan - eg K1000000000 | |
|---|---|
| Group Scheme Services | |
| Group scheme management | |
| All your schemes with SL | View online |
| Plan and payment information | View online |
| Make a payment | Pay online |
| Payment schedules | Submit online |
| Client personal details | Change online |
| Client address | Change online |
| Scheme leavers | View online |
| Individual Member Services | |
| New member - New business | |
| Quote - Transfer payment | Quote online now |
| Quote - Regular and single payment | Quote online now |
| Apply | Apply online |
| Tracking | View online |
| Existing member - New business | |
| Quote - Transfer payment | Quote online now |
| Quote - Regular and single payment | Quote online now |
| Apply | Apply online |
| Tracking | View online |
| Member Servicing | |
| Inform | |
| Personal details | View online |
| Current valuation | View online |
| Transfer valuation | View online |
| Investment breakdown | View online |
| Premium information | View online |
| Report | |
| Client report | Online reporting |
| Provide information pack | Online reporting |
| Client annual statement | Online reporting |
| With profits report | Online reporting |
| Certificate of premiums paid | Online reporting |
| Illustrative maturity value quote | Online reporting |
| Fund fact sheet/KIIDs | Online reporting |
| Update | |
| Fund Switch | Switch online |
| Update personal details | Update online |
| Change address | Update online |
| Change premiums | Update online |
| Make a claim/closure | 0800 634 7477 |
| Other services and tools | |
| Adviser payments | View online |
| Bulk data download | Online reporting |
| Tools and calculators | Access online |
| Library literature | View online |
| Group Personal Pension One - eg K1000000000 | |
|---|---|
| Group Scheme Services | |
| Group scheme management | |
| All your schemes with SL | View online |
| Plan and payment information | View online |
| Make a payment | Pay online |
| Payment schedules | Submit online |
| Client personal details | Change online |
| Client address | Change online |
| Scheme leavers | View online |
| Individual Member Services | |
| New member - New business | |
| Quote - Transfer payment | Quote online now |
| Quote - Regular and single payment | Quote online now |
| Apply | 0800 634 7479 |
| Tracking | 0800 634 7479 |
| Existing member - New business | |
| Quote - Transfer payment | Quote online now |
| Quote - Regular and single payment | Quote online now |
| Apply | 0800 634 7479 |
| Tracking | 0800 634 7479 |
| Member Servicing | |
| Inform | |
| Personal details | View online |
| Current valuation | View online |
| Transfer valuation | View online |
| Investment breakdown | View online |
| Premium information | View online |
| Report | |
| Client report | Online reporting |
| Provide information pack | Online reporting |
| Client annual statement | Online reporting |
| With profits report | Online reporting |
| Certificate of premiums paid | Online reporting |
| Illustrative maturity value quote | Online reporting |
| Fund fact sheet/KIIDs | Online reporting |
| Update | |
| Fund Switch | Switch online |
| Update personal details | Update online |
| Change address | Update online |
| Change premiums | Update online |
| Make a claim/closure | 0800 634 7477 |
| Other services and tools | |
| Adviser payments | View online |
| Bulk data download | Online reporting |
| Tools and calculators | Access online |
| Library literature | View online |
| Group Personal Pension (Flexible) - eg K1000000000 | |
|---|---|
| Group Scheme Services | |
| Group scheme management | |
| All your schemes with SL | View online |
| Plan and payment information | View online |
| Make a payment | Pay online |
| Payment schedules | Submit online |
| Client personal details | Change online |
| Client address | Change online |
| Scheme leavers | View online |
| Individual Member Services | |
| New member - New business | |
| Quote - Transfer payment | Quote online now |
| Quote - Regular and single payment | Quote online now |
| Apply | 0800 634 7479 |
| Tracking | 0800 634 7479 |
| Existing member - New business | |
| Quote - Transfer payment | Quote online now |
| Quote - Regular and single payment | Quote online now |
| Apply | 0800 634 7479 |
| Tracking | 0800 634 7479 |
| Member Servicing | |
| Inform | |
| Personal details | View online |
| Current valuation | View online |
| Transfer valuation | View online |
| Investment breakdown | View online |
| Premium information | View online |
| Report | |
| Client report | Online reporting |
| Provide information pack | Online reporting |
| Client annual statement | Online reporting |
| With profits report | Online reporting |
| Certificate of premiums paid | Online reporting |
| Illustrative maturity value quote | Online reporting |
| Fund fact sheet/KIIDs | Online reporting |
| Update | |
| Fund Switch | Switch online |
| Update personal details | Update online |
| Change address | Update online |
| Change premiums | Update online |
| Make a claim/closure | 0800 634 7477 |
| Other services and tools | |
| Adviser payments | View online |
| Bulk data download | Online reporting |
| Tools and calculators | Access online |
| Library literature | View online |
| Group Stakeholder - eg K8000000000 | |
|---|---|
| Group Scheme Services | |
| Group scheme set up | |
| Scheme price | 0345 279 2000 |
| Scheme apply | 0345 279 2000 |
| Group scheme management | |
| All your schemes with SL | View online |
| Plan and payment information | View online |
| Make a payment | Pay online |
| Payment schedules | Submit online |
| Client personal details | Change online |
| Client address | Change online |
| Scheme leavers | View online |
| Individual Member Services | |
| New member - New business | |
| Quote - Transfer payment | Quote online now |
| Quote - Regular and single payment | Quote online now |
| Apply | Apply online |
| Tracking | View online |
| Existing member - New business | |
| Quote - Transfer payment | Quote online now |
| Quote - Regular and single payment | Quote online now |
| Apply | Apply online |
| Tracking | View online |
| Member Servicing | |
| Inform | |
| Personal details | View online |
| Current valuation | View online |
| Transfer valuation | View online |
| Investment breakdown | View online |
| Premium information | View online |
| Report | |
| Client report | Online reporting |
| Provide information pack | Online reporting |
| Client annual statement | Online reporting |
| With profits report | Online reporting |
| Certificate of premiums paid | Online reporting |
| Illustrative maturity value quote | Online reporting |
| Fund fact sheet/KIIDs | Online reporting |
| Update | |
| Fund Switch | 0345 606 0159 |
| Update personal details | View online |
| Change address | View online |
| Change premiums | View online |
| Make a claim/closure | 0800 634 7477 |
| Other services and tools | |
| Adviser payments | View online |
| Bulk data download | Online reporting |
| Tools and calculators | Access online |
| Library literature | View online |
| Corporate Stakeholder - eg K8000000000 | |
|---|---|
| Group Scheme Services | |
| Group scheme set up | |
| Scheme price | 0345 279 2000 |
| Scheme apply | 0345 279 2000 |
| Group scheme management | |
| All your schemes with SL | View online |
| Plan and payment information | View online |
| Make a payment | Pay online |
| Payment schedules | Submit online |
| Client personal details | Change online |
| Client address | Change online |
| Scheme leavers | View online |
| Individual Member Services | |
| New member - New business | |
| Quote - Transfer payment | Quote online now |
| Quote - Regular and single payment | Quote online now |
| Existing member - New business | |
| Quote - Transfer payment | Quote online now |
| Quote - Regular and single payment | Quote online now |
| Member Servicing | |
| Inform | |
| Personal details | View online |
| Current valuation | View online |
| Transfer valuation | View online |
| Investment breakdown | View online |
| Premium information | View online |
| Report | |
| Client report | Online reporting |
| Provide information pack | Online reporting |
| Client annual statement | Online reporting |
| With profits report | Online reporting |
| Certificate of premiums paid | Online reporting |
| Illustrative maturity value quote | Online reporting |
| Fund fact sheet/KIIDs | Online reporting |
| Update | |
| Fund Switch | 0345 606 0159 |
| Update personal details | View online |
| Change address | View online |
| Change premiums | View online |
| Make a claim/closure | 0800 634 7477 |
| Other services and tools | |
| Adviser payments | View online |
| Bulk data download | Online reporting |
| Tools and calculators | Access online |
| Library literature | View online |
| Group Personal Pension for Larger Employers - eg K1000000000 | |
|---|---|
| Group Scheme Services | |
| Group scheme management | |
| All your schemes with SL | View online |
| Plan and payment information | View online |
| Make a payment | Pay online |
| Payment schedules | Submit online |
| Client personal details | Change online |
| Client address | Change online |
| Scheme leavers | View online |
| Individual Member Services | |
| New member - New business | |
| Quote - Transfer payment | Quote online now |
| Quote - Regular and single payment | Quote online now |
| Existing member - New business | |
| Quote - Transfer payment | Quote online now |
| Quote - Regular and single payment | Quote online now |
| Member Servicing | |
| Inform | |
| Personal details | View online |
| Current valuation | View online |
| Transfer valuation | View online |
| Investment breakdown | View online |
| Premium information | View online |
| Report | |
| Client report | Online reporting |
| Provide information pack | Online reporting |
| Client annual statement | Online reporting |
| With profits report | Online reporting |
| Certificate of premiums paid | Online reporting |
| Illustrative maturity value quote | Online reporting |
| Fund fact sheet/KIIDs | Online reporting |
| Update | |
| Fund Switch | Switch online |
| Update personal details | Update online |
| Change address | Update online |
| Change premiums | Update online |
| Make a claim/closure | 0800 634 7477 |
| Other services and tools | |
| Adviser payments | View online |
| Bulk data download | Online reporting |
| Tools and calculators | Access online |
| Library literature | View online |
| Contracted In Money Purchase (Occupational) - eg H80000/1 | |
|---|---|
| Individual Member Services | |
| Existing member - New business | |
| Quote - Transfer payment | 0800 634 7480 |
| Quote - Regular and single payment | 0800 634 7480 |
| Member Servicing | |
| Inform | |
| Personal details | View online |
| Current valuation | View online |
| Transfer valuation | View online |
| Investment breakdown | View online |
| Premium information | View online |
| Report | |
| Client report | Online reporting |
| Provide information pack | Online reporting |
| Client annual statement | Online reporting |
| Fund fact sheet/KIIDs | Online reporting |
| Update | |
| Fund Switch | 0345 606 0159 |
| Change address | Update online |
| Make a claim/closure | 0800 634 7477 |
| Other services and tools | |
| Adviser payments | View online |
| Bulk data download | Online reporting |
| Tools and calculators | Access online |
| Library literature | View online |
| Retirement Account Plan (Occupational) - eg H9000000001 | |
|---|---|
| Group Scheme Services | |
| Group scheme management | |
| All your schemes with SL | View online |
| Plan and payment information | View online |
| Make a payment | Pay online |
| Payment schedules | Submit online |
| Client personal details | Change online |
| Client address | Change online |
| Scheme leavers | View online |
| Individual Member Services | |
| New member - New business | |
| Existing member - New business | |
| Quote - Transfer payment | 0800 634 7480 |
| Quote - Regular and single payment | 0800 634 7480 |
| Member Servicing | |
| Inform | |
| Personal details | View online |
| Current valuation | View online |
| Transfer valuation | View online |
| Investment breakdown | View online |
| Premium information | View online |
| Report | |
| Client report | Online reporting |
| Provide information pack | Online reporting |
| Client annual statement | Online reporting |
| Fund fact sheet/KIIDs | Online reporting |
| Update | |
| Fund Switch | 0345 606 0159 |
| Update personal details | Update online |
| Change address | Update online |
| Change premiums | 0345 60 60 008 |
| Make a claim/closure | 0800 634 7477 |
| Other services and tools | |
| Adviser payments | View online |
| Bulk data download | Online reporting |
| Tools and calculators | Access online |
| Library literature | View online |
| Group Additional Voluntary Contribution (Occupational) - eg H90000/1 | |
|---|---|
| Group Scheme Services | |
| Group scheme management | |
| All your schemes with SL | View online |
| Plan and payment information | View online |
| Make a payment | Pay online |
| Payment schedules | Submit online |
| Client personal details | Change online |
| Client address | Change online |
| Scheme leavers | View online |
| Individual Member Services | |
| New member - New business | |
| Existing member - New business | |
| Quote - Transfer payment | 0800 634 7480 |
| Quote - Regular and single payment | 0800 634 7480 |
| Member Servicing | |
| Inform | |
| Personal details | View online |
| Current valuation | View online |
| Transfer valuation | View online |
| Investment breakdown | View online |
| Premium information | View online |
| Report | |
| Client report | Online reporting |
| Provide information pack | Online reporting |
| Client annual statement | Online reporting |
| Fund fact sheet/KIIDs | Online reporting |
| Update | |
| Fund Switch | 0345 606 0159 |
| Update personal details | Update online |
| Change address | Update online |
| Change premiums | Update online |
| Make a claim/closure | 0800 634 7477 |
| Other services and tools | |
| Bulk data download | Online reporting |
| Tools and calculators | Access online |
| Library literature | View online |
| Tailored Investment Bond - eg XR1000000000 | |
|---|---|
| New business | |
| New client | |
| Quote - Single payment | Quote online now |
| Quote - Withdrawals | Quote online now |
| Apply | 0800 634 7474 |
| Tracking | 0800 634 7474 |
| Existing client | |
| Apply | 0800 634 7474 |
| Tracking | 0800 634 7474 |
| Client servicing | |
| Inform | |
| Personal details | View online |
| Current valuation | View online |
| Surrender valuation | View online |
| Investment breakdown | View online |
| Withdrawal details | View online |
| Report | |
| Client report | Online reporting | Update |
| Fund switch | Switch online |
| Update personal details | 0800 634 7474 |
| Change address | Update online |
| Change premiums | 0800 634 7474 |
| Change withdrawals | 0800 634 7475 |
| Making a claim/closure | 0800 634 7471 |
| Other services and tools | |
| Adviser payments | View online |
| Tools and calculators | Access online |
| Literature library | View online |
| International Bond - eg IB1000000000 | |
|---|---|
| New business | |
| New client | |
| Quote - Single payment | Quote online now |
| Quote - Recurrent single payment | Quote online now |
| Quote - Withdrawals | Quote online now |
| Apply | 0345 300 4273 |
| Tracking | 0345 300 4273 |
| Existing client | |
| Quote - Single payment | 0345 300 4273 |
| Quote - Recurrent single payment | 0345 300 4273 |
| Quote - Withdrawals | 0345 300 4273 |
| Apply | 0345 300 4273 |
| Tracking | 0345 300 4273 |
| Client servicing | |
| Inform | |
| Personal details | View online |
| Current valuation | View online |
| Surrender valuation | View online |
| Investment breakdown | View online |
| Premium information | View online |
| Cash transactions | View online |
| Withdrawal details | View online |
| Report | |
| Client report | Online reporting |
| With Profits report | Online reporting |
| Fund fact sheets | Online reporting |
| Update | |
| Fund switch | Switch online |
| Update personal details | 0345 300 4273 |
| Change address | Update online |
| Change premiums | 0345 300 4273 |
| Change withdrawals | 0345 300 4273 |
| Making a claim/closure | 0345 300 4273 |
| Manage adviser charging | Manage online |
| Other services and tools | |
| Adviser payments | View online |
| Bulk data download | Online reporting |
| Tools and calculators | Access online |
| Literature library | View online |
| Capital Investment Bond - eg X700000000A | |
|---|---|
| New business | |
| Existing client | |
| Quote - Single payment | Quote online now |
| Quote - Withdrawals | Quote online now |
| Client servicing | |
| Inform | |
| Personal details | View online |
| Current valuation | View online |
| Surrender valuation | View online |
| Investment breakdown | View online |
| Withdrawal details | View online |
| Report | |
| Client report | Online reporting |
| Fund fact sheets | Online reporting |
| Update | |
| Fund switch | Switch online |
| Update personal details | 0800 634 7474 |
| Change address | Update online |
| Change premiums | 0800 634 7474 |
| Change withdrawals | 0800 634 7475 |
| Making a claim/closure | 0800 634 7471 |
| Other services and tools | |
| Adviser payments | View online |
| Bulk data download | Online reporting |
| Tools and calculators | Access online |
| Literature library | View online |
| With Profits Bond - eg X700000000A | |
|---|---|
| Existing client | |
| Quote - Increment | Quote online now |
| Apply | 0800 634 7474 |
| Tracking | 0800 634 7474 |
| Client servicing | |
| Inform | |
| Personal details | View online |
| Current valuation | View online |
| Surrender valuation | View online |
| Investment breakdown | View online |
| Premium information | View online |
| Withdrawal details | View online |
| Report | |
| Client report | Online reporting |
| With Profits report | Online reporting |
| Fund fact sheets | Online reporting |
| Update | |
| Update personal details | 0800 634 7474 |
| Change address | 0800 634 7474 |
| Change premiums | 0800 634 7474 |
| Change withdrawals | 0800 634 7475 |
| Making a claim/closure | 0800 634 7471 |
| Other services and tools | |
| Adviser payments | View online |
| Bulk data download | Online reporting |
| Literature library | View online |
| Distribution Bond - eg X600000000A | |
|---|---|
| New business | |
| Existing client | |
| Quote - Single payment | Quote online now |
| Quote - Additional payments | Quote online now |
| Quote - Withdrawals | Quote online now |
| Client servicing | |
| Inform | |
| Personal details | View online |
| Current valuation | View online |
| Surrender valuation | View online |
| Investment breakdown | View online |
| Premium information | View online |
| Withdrawal details | View online |
| Report | |
| Client report | Online reporting |
| Fund fact sheets | Online reporting |
| Update | |
| Fund switch | Switch online |
| Update personal details | 0800 634 7474 |
| Change address | Update online |
| Making a claim/closure | 0800 634 7471 |
| Other services and tools | |
| Adviser payments | View online |
| Bulk data download | Online reporting |
| Tools and calculators | Access online |
| Literature library | View online |
| Minimum Cost Plan - eg X2000000000 | |
|---|---|
| Client servicing | |
| Inform | |
| Personal details | View online |
| Current valuation | View online |
| Surrender valuation | View online |
| Premium information | View online |
| Report | |
| Client report | 0800 634 7471 |
| With Profits report | 0800 634 7471 |
| Fund fact sheets | 0800 634 7471 |
| Update | |
| Update personal details | 0800 634 7471 |
| Change address | 0800 634 7471 |
| Change premiums | 0800 634 7470 |
| Change withdrawals | 0800 634 7472 |
| Making a claim/closure | 0800 634 7472 |
| Other services and tools | |
| Adviser payments | View online |
| Bulk data download | Online reporting |
| Versatile Investment Plan - eg X200000000A | |
|---|---|
| Client servicing | |
| Inform | |
| Personal details | View online |
| Current valuation | View online |
| Surrender valuation | View online |
| Investment breakdown | View online |
| Premium information | View online |
| Withdrawal details | View online |
| Report | |
| Client report | Online reporting |
| With Profits report | 0800 634 7471 |
| Fund fact sheets | Online reporting |
| Update | |
| Fund switch | Access online |
| Update personal details | 0800 634 7474 |
| Change address | Access online |
| Change premiums | 0800 634 7474 |
| Change withdrawals | 0800 634 7475 |
| Making a claim/closure | 0800 634 7471 |
| Other services and tools | |
| Adviser payments | View online |
| Bulk data download | Online reporting |
| Tools and calculators | Access online |
| Peppercorn Investment Bond - eg X20000000 | |
|---|---|
| New business | |
| New client | |
| Apply | 0800 634 7474 |
| Tracking | 0800 634 7474 |
| Existing client | |
| Apply | 0800 634 7474 |
| Tracking | 0800 634 7474 |
| Client servicing | |
| Inform | |
| Personal details | View online |
| Current valuation | View online |
| Surrender valuation | View online |
| Investment breakdown | View online |
| Premium information | View online |
| Withdrawal details | View online |
| Report | |
| Client report | Online reporting |
| With Profits report | Online reporting |
| Fund fact sheets | Online reporting |
| Update | |
| Fund switch | 0345 60 60 055 |
| Update personal details | 0800 634 7474 |
| Change address | 0800 634 7474 |
| Change premiums | 0800 634 7474 |
| Change withdrawals | 0800 634 7475 |
| Making a claim/closure | 0800 634 7471 |
| Other services and tools | |
| Adviser payments | View online |
| Stocks & Shares Individual Savings Account - eg SP1000000-003 | |
|---|---|
| New business | |
| New Client | |
| Apply | Apply online now |
| Tracking | Track online |
| Client servicing | |
| Inform | |
| Personal details | View online |
| Current valuation | View online |
| Investment breakdown | View online |
| Premium information | View online |
| Cash transactions | View online |
| withdrawal details | View online |
| Report | |
| Cash transactions | Online reporting |
| Investment transactions | Online reporting |
| Open order | Online reporting |
| Charges and rebates | Online reporting |
| Cash balances summary | Online reporting |
| Total holdings summary | Online reporting |
| Charges summary | Online reporting |
| Outstanding charges summary | Online reporting |
| Valuation report | Online reporting |
| Statement | Online reporting |
| Update | |
| Fund switch | Switch online |
| Update personal details | Update online |
| Change address | Update online |
| Change premiums | Update online |
| Change withdrawals | Update online |
| Making a claim/closure | Manage online |
| Manage adviser charging | Manage online |
| Firm servicing | |
| Report | |
| Adviser dealing report | Online reporting |
| Asset allocation report | Online reporting |
| Cash balance report | Online reporting |
| Client listing report | Online reporting |
| Commission paying accounts report | Online reporting |
| Failed/cancelled adviser charges report | Online reporting |
| Outstanding adviser charges report | Online reporting |
| Paid adviser charges report | Online reporting |
| Pending adviser charges report | Online reporting |
| Total holdings report | Online reporting |
| Other services and tools | |
| Adviser payments | View online |
| Tools and calculators | Online reporting |
| Literature library | Access online |
| Mutual Funds - eg SP1000000-002 | |
|---|---|
| New business | |
| New Client | |
| Apply | Apply online now |
| Tracking | Track online |
| Client servicing | |
| Inform | |
| Personal details | View online |
| Current valuation | View online |
| Investment breakdown | View online |
| Premium information | View online |
| Cash transactions | View online |
| withdrawal details | View online |
| Report | |
| Cash transactions | Online reporting |
| Investment transactions | Online reporting |
| Open order | Online reporting |
| Charges and rebates | Online reporting |
| Cash balances summary | Online reporting |
| Total holdings summary | Online reporting |
| Charges summary | Online reporting |
| Outstanding charges summary | Online reporting |
| Valuation report | Online reporting |
| Statement | Online reporting |
| Update | |
| Fund switch | Switch online |
| Update personal details | Update online |
| Change address | Update online |
| Change premiums | Update online |
| Change withdrawals | Update online |
| Making a claim/closure | Manage online |
| Manage adviser charging | Manage online |
| Firm servicing | |
| Report | |
| Adviser dealing report | Online reporting |
| Asset allocation report | Online reporting |
| Cash balance report | Online reporting |
| Client listing report | Online reporting |
| Commission paying accounts report | Online reporting |
| Failed/cancelled adviser charges report | Online reporting |
| Outstanding adviser charges report | Online reporting |
| Paid adviser charges report | Online reporting |
| Pending adviser charges report | Online reporting |
| Total holdings report | Online reporting |
| Other services and tools | |
| Adviser payments | View online |
| Tools and calculators | Online reporting |
| Literature library | View online |
| Active Money Drawdown - eg D1000000000 | |
|---|---|
| New business | |
| New client | |
| Quote - Transfer payment | Quote online now |
| Quote - Regular payment | Quote online now |
| Quote - Single payment | Quote online now |
| Quote - Drawdown | Quote online now |
| Apply | Apply online now |
| Existing client | |
| Quote - Transfer payment | Quote online now |
| Quote - Regular and single payment | Quote online now |
| Quote - Drawdown | 0345 084 5000 |
| Apply | Apply online now |
| Client servicing | |
| Inform | |
| Personal details | View online |
| Current valuation | View online |
| Transfer valuation | View online |
| Investment breakdown | View online |
| Premium information | View online |
| Cash transactions | View online |
| Drawdown details | View online |
| GAD review | View online |
| Report | |
| Client report | Online reporting |
| Provide information pack | Online reporting |
| Client annual statement | Online reporting |
| With profits report | Online reporting |
| Certificate of premiums paid | Online reporting |
| Illustrative maturity value quote | Online reporting |
| Fund fact sheets/KIIDs | Online reporting |
| Update | |
| Fund switch | Switch online |
| Update personal details | 0345 084 5000 |
| Change address | Update online |
| Change payments | 0345 084 5000 |
| Change drawdown | 0345 084 5000 |
| make a claim/closure | 0345 084 5000 |
| Manage adviser charging | Manage online |
| Other services and tools | |
| Adviser payments | View online |
| Bulk data download | Online reporting |
| Tools and calculators | Access online |
| Compulsory Purchase Annuity (Pension Annuity) - eg A5000000 | |
|---|---|
| New business - Only available to Standard Life pension customers | |
| Quote - Transfer payment | 0345 084 5000 |
| Apply | 0345 084 5000 |
| Tracking | 0345 084 5000 |
| Client servicing | |
| Inform | |
| Personal details | 0345 084 5000 |
| Current valuation | 0345 084 5000 |
| Transfer valuation | 0345 084 5000 |
| Investment breakdown | 0345 084 5000 |
| Premium information | 0345 084 5000 |
| Cash transactions | 0345 084 5000 |
| Report | |
| Client report | 0345 084 5000 |
| Client annual statement | 0345 084 5000 |
| Update | |
| Update personal details | 0345 084 5000 |
| Change address | 0345 084 5000 |
| Change payments | 0345 084 5000 |
| Change drawdown | 0345 084 5000 |
| make a claim/closure | 0345 084 5000 |
| Manage adviser charging | 0345 084 5000 |
| Other services and tools | |
| Adviser payments | View online |
| Literature library | View online |
| Purchase Life Annuity - eg A6000000 | |
|---|---|
| New business | |
| Quote - Single payment | 0345 084 5000 |
| Apply | 0345 084 5000 |
| Tracking | 0345 084 5000 |
| Client servicing | |
| Inform | |
| Personal details | 0345 084 5000 |
| Current valuation | 0345 084 5000 |
| Transfer valuation | 0345 084 5000 |
| Investment breakdown | 0345 084 5000 |
| Premium information | 0345 084 5000 |
| Cash transactions | 0345 084 5000 |
| Report | |
| Client report | 0345 084 5000 |
| Client annual statement | 0345 084 5000 |
| Update | |
| Update personal details | 0345 084 5000 |
| Change address | 0345 084 5000 |
| Change payments | 0345 084 5000 |
| Change drawdown | 0345 084 5000 |
| make a claim/closure | 0345 084 5000 |
| Manage adviser charging | 0345 084 5000 |
| Other services and tools | |
| Adviser payments | View online |
| Immediate Vesting Personal Pension Plan - eg A5000000 | |
|---|---|
| New business | |
| Quote - Transfer payment | 0345 084 5000 |
| Quote - Single payment | 0345 084 5000 |
| Apply | 0345 084 5000 |
| Tracking | 0345 084 5000 |
| Client servicing | |
| Inform | |
| Personal details | 0345 084 5000 |
| Current valuation | 0345 084 5000 |
| Transfer valuation | 0345 084 5000 |
| Investment breakdown | 0345 084 5000 |
| Premium information | 0345 084 5000 |
| Cash transactions | 0345 084 5000 |
| Report | |
| Client report | 0345 084 5000 |
| Client annual statement | 0345 084 5000 |
| Update | |
| Update personal details | 0345 084 5000 |
| Change address | 0345 084 5000 |
| Change payments | 0345 084 5000 |
| Change drawdown | 0345 084 5000 |
| make a claim/closure | 0345 084 5000 |
| Manage adviser charging | 0345 084 5000 |
| Other services and tools | |
| Adviser payments | View online |
| Immediate Vesting Personal Pension (Select) - eg K3000000000 | |
|---|---|
| New business | |
| Quote - Single payment | 0345 084 5000 |
| Apply | 0345 084 5000 |
| Tracking | 0345 084 5000 |
| Client servicing | |
| Inform | |
| Personal details | 0345 084 5000 |
| Current valuation | 0345 084 5000 |
| Transfer valuation | 0345 084 5000 |
| Investment breakdown | 0345 084 5000 |
| Premium information | 0345 084 5000 |
| Cash transactions | 0345 084 5000 |
| Report | |
| Client report | 0345 084 5000 |
| Client annual statement | 0345 084 5000 |
| Update | |
| Update personal details | 0345 084 5000 |
| Change address | 0345 084 5000 |
| Change payments | 0345 084 5000 |
| Change drawdown | 0345 084 5000 |
| make a claim/closure | 0345 084 5000 |
| Manage adviser charging | 0345 084 5000 |
| Other services and tools | |
| Adviser payments | View online |
| Flexible Pension Plan for Drawdown - eg D6800000000 | |
|---|---|
| New business | |
| Quote - Transfer payment | 0345 084 5000 |
| Quote - Regular and single payment | 0345 084 5000 |
| Client servicing | |
| Inform | |
| Personal details | View online |
| Current valuation | View online |
| Transfer valuation | View online |
| Investment breakdown | View online |
| Premium information | View online |
| Cash transactions | View online |
| Drawdown details | View online |
| GAD review | View online |
| Report | |
| Client report | Online reporting |
| Provide information pack | Online reporting |
| Client annual statement | Online reporting |
| With Profits report | Online reporting |
| Certificate of premiums paid | Online reporting |
| Illustrative maturity value quote | 0345 0845 000 |
| Fund fact sheets | Online reporting |
| Update | |
| Fund switch | Switch online |
| Update personal details | 0345 0845 000 |
| Change address | Update online |
| Change payments | 0345 0845 000 |
| Change drawdown | 0345 084 5000 |
| make a claim/closure | 0800 634 7477 |
| Manage adviser charging | 0345 0845 000 |
| Other services and tools | |
| Adviser payments | View online |
| Bulk data download | Online reporting |
| Tools and calculators | Access online |
| Literature library | Access online |
| Pension Flexible Withdrawal Plan - eg D6000000000 | |
|---|---|
| Client servicing | |
| Inform | |
| Personal details | View online |
| Current valuation | View online |
| Transfer valuation | View online |
| Investment breakdown | View online |
| Premium information | View online |
| Cash transactions | View online |
| Drawdown details | View online |
| GAD review | View online |
| Report | |
| Client report | Online reporting |
| Provide information pack | Online reporting |
| Client annual statement | Online reporting |
| With profits report | 0345 0845 000 |
| Certificate of premiums paid | Online reporting |
| Illustrative maturity value quote | 0345 0845 000 |
| Fund fact sheets/KIIDs | Online reporting |
| Update | |
| Fund switch | Switch online |
| Update personal details | 0345 0845 000 |
| Change address | Online reporting |
| Change payments | 0345 0845 000 |
| Change drawdown | 0345 0845 000 |
| make a claim/closure | 0345 0845 000 |
| Manage adviser charging | 0345 0845 000 |
| Other services and tools | |
| Adviser payments | View online |
| Bulk data download | Online reporting |
| Tools and calculators | Access online |
| Literature library | View online |
| Homeplan - eg W600000000A | |
|---|---|
| Client servicing | |
| Inform | |
| Personal details | View online |
| Current valuation | View online |
| Surrender valuation | View online |
| Investment breakdown | View online |
| Premium information | View online |
| Report | |
| Client report | Online reporting |
| Fund fact sheets | Online reporting |
| Update | |
| Fund switch | Switch online |
| Update personal details | 0800 634 7474 |
| Change address | Update online |
| Change payments | 0800 634 7474 |
| Change withdrawals | 0800 634 7475 |
| Make a claim/closure | 0800 634 7471 |
| Other services and tools | |
| Adviser payments | View online |
| Bulk data download | Online reporting |
| Tools and calculators | Access online |
| Literature library | View online |
| Level Protection Plan - eg X6000000000 | |
|---|---|
| Client servicing | |
| Inform | |
| Personal details | View online |
| Premium information | View online |
| Report | |
| Provide information pack | View online |
| Update | |
| Update personal details | 0800 634 7474 |
| Change address | View online |
| Change payments | 0800 634 7474 |
| Make a claim/closure | 0800 634 7471 |
| Other services and tools | |
| Adviser payments | View online |
| Literature library | View online |
| Variable Protection Plan - eg X100000000A | |
|---|---|
| Client servicing | |
| Inform | |
| Personal details | View online |
| Current valuation | View online |
| Surrender valuation | View online |
| Investment breakdown | View online |
| Premium information | View online |
| Report | |
| Client report | Online reporting |
| Provide information pack | 0800 634 7471 |
| Client annual statement | 0800 634 7471 |
| Fund fact sheets | Online reporting |
| Update | |
| Fund switch | Switch online |
| Update personal details | 0800 634 7474 |
| Change address | Update online |
| Change payments | 0800 634 7475 |
| Change withdrawals | 0800 634 7475 |
| Make a claim/closure | 0800 634 7471 |
| Other services and tools | |
| Adviser payments | View online |
| Tools and calculators | Access online |
| Literature library | View online |