| Active Money Personal Pension - eg D1000000000 |
| New business |
| New client |
| Quote - Transfer payment |
Quote online now |
| Quote - Regular and single payment |
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| Apply |
Apply online now |
| Existing client |
| Quote - Transfer payment |
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| Quote - Regular and single payment |
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| Apply |
Apply online now |
| Client servicing |
| Inform |
| Personal details |
View online |
| Current valuation |
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| Transfer valuation |
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| Investment breakdown |
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| Premium information |
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| 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 |
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| Bulk data download |
Online reporting |
| Tools and calculators |
Access online |
| Literature library |
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