Secure services
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 scheme set up
- comprehensive contributions management and personalised member quotes from start to finish
