Plan servicing

Is available for the following products:

• Individual Personal Pension
• Individual Stakeholder Pension
• Flexible Pension Plan
• Group Personal Pension
• Group Money Purchase
• Group Additional Voluntary Contributions
• Group Stakeholder Pension
• Phased Retirement (Retirement Control)
• Income Drawdown (Retirement Control)
• SIPP
• Trustee-proposed Section 32 Buyout

Services include:

• Policy search
• Details about client pension plans
• Current and historic value
• Current transfer value
• Transaction lists
• Projections
• Change personal details
• Switch funds
• Policy administration notes
• Web activity - which clients have accessed their plan details online

New business

Online acceptance and straight-through processing now available for:

• Personal protection
• Mortgage protection

Transactions - available for group pensions

• Personalised member quotes and key features - print these online or order paper copies
• Customise application forms
• Compare product terms in one easy printout
• One page commission/valuation/benefit summaries
• Set up schemes from start to finish
• Add new entrants online
• Contributions management

Quotations

Available for:

• Corporate pensions
• Personal protection
• Business protection
• Mortgage protection
• Group protection schemes

Information and literature

• Product literature available to download or order
• Fund information, performance and prices
• Contact details