New business made easy

You can set up individual pensions and International Bonds quickly and securely through our adviser dashboard, Dash. Generate quotes in minutes, then continue straight into the online application journey - making it faster and easier for you to support your clients.

How to make additional payments

 

Payments to AMPP and SIPP

Simply log in to our online services to submit an online application for additional single, regular or transfer payments for our AMPP and SIPP products.

Your client's details will be pre-populated using their existing AMPP or SIPP plan number to save you time and effort.

 

Payments to other plans

If you’re planning to make a transfer payment, you’ll need to complete and send a paper application form.

But depending on the payment type and details we hold on record, we won’t always need a paper application form to top up your client’s plan.

You can organise: 

  • Regular payments by sending us an email, letter or phoning us (if you’re adding a regular payment for the first time we’ll need a signed Direct Debit mandate)
  • Single payments by sending us a letter or phoning us

Money invested is at risk.  Tax may change in the future.

This website is for financial advisers only and must not be relied on by anyone else. If you’re not an adviser, please go to our customer website for more information about our products and services.