| 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 |