Visit our online portal
REGISTER FOR OUR ONLINE PORTAL AND ENJOY 24/7 ACCESS TO YOUR PLAN
Access valuations, deal and switch online and keep up to date with your plan through our safe and secure online portal.
Once you’ve registered, you will be able to:
- View a detailed plan summary that shows the current value of your plan, a breakdown of all the current holdings you are invested in, a record of all the premiums you have paid and names/contact details of the policyholders and lives assured
- As well as viewing the current plan valuations, you’ll be able to see backdated valuations and surrender valuations for the previous 12 month period
- View all the transactions, contributions and withdrawals made over the previous 12 month period
- Check personal contact details for all policyholders and lives assured connected to your plan
- Check your financial adviser contact details
- You or your investment adviser can carry out fund switches and deals online
If you wish to add/update/change credit cards that you use to pay your contributions then please do so here.