Self-service availability
If you have one of the following types of plan with us then you are able to use our online services.
- Individual Personal Pension (including Flexible Pension Plan)
- Individual Stakeholder Pension
- Investment Bonds (including Performance Bond and Investment Control)
- Group Personal Pension
- Group Money Purchase
- Group Additional Voluntary Contributions
- Group Stakeholder Pension
- Phased Retirement (Retirement Control)
- Income Drawdown (Retirement Control)
- SIPP
- Group SIPP
- Trustee proposed section 32 buyout (Trustee Transfer Plan)
Services available
- Details about your plan(s)
- Ability to switch funds
- Current and historic value for pensions
- Current value for investment bonds
- Current pensions transfer value
- Pensions transaction lists - all the contributions paid in, switches and plan charges
- Bonds transaction lists - all the transactions that have taken place
- Estimated pension income you could receive when you retire*
- Fund information
* Now available for trustee proposed section 32 buyout plans.
Support
While you are viewing your plan in online services you can also access:
- Your plan retirement options
- Contact details service allowing you to send emails to us via our secure site
- Glossary to help with some of the more technical phrases and words
Online demo
Find out more about the services we offer online and how to use them. The demo acts as an online walkthrough of our system.
Planholder self-service
If you have your own pension or bond, or a pension through your employer with us, log in here to easily and instantly manage your account.
Online demo
Find out more about the services we offer online and how to use them. The demo acts as an online walkthrough of our system.
Contact us
Individual pensions and investments:
08456 10 00 10
Company pensions:
08456 10 00 88
Protection:
08456 00 14 02
If you have a question about a specific product or service visit our contact pages.
Self-service demo
Find out how to manage your plan or scheme online.
E-newsletter
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