Secure services
We've just won two more triple 'e' excellence ratings*, for Income Drawdown and Self-invested Personal Pensions, which takes our total for the year to 14 awards. We're really happy about this, as the awards are a great acknowledgement of our ability to listen to what you have to say and then deliver the tools that really add value to you and your clients.
*Financial Technology Research Centre's e-excellence awards, produced in association with Money Marketing
Leading-edge secure services
Here's a quick summary of some of the current services we offer:
- plan information, including plan details, current and transfer values, transaction lists, projections and the ability to switch funds and change client details
- electronic new business
- open market option annuity quotes - if you request an online quote before 5.30pm, we'll post a fully compliant quote pack out that evening
- claims and underwriting tracking for group risk schemes
- group pensions transactions, including being able to set up schemes
- comprehensive contributions management and personalised member quotes from start to finish
- quotations
- news, information and literature on our products and our funds
