Individual pension
Individual pensionOpen to new clients
Self Invested Personal Pension Active Money Personal Pension Individual Stakeholder| 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 |