Tools and services
For intermediaries only
Tools to help you and your clients
One Retirement’s digital experience offers efficient online services and easy to use, integrated tools and reporting.
- Save time with our signature-free straight-through-processing for transactions including new business applications, withdrawals and trading. For your convenience, our online services are available 24 hours a day.
- Our portfolio management tools help you to research and compare the investment strategies. Use them for stand-alone research, or as part of the integrated application process for topping up or adding a new wrapper.
- Use Report Zone to benefit from valuable and efficient management reporting that helps you identify opportunities, keep track of business and demonstrate the value of your advice.
- With client access, your clients can see all transactions, account values, and projections of what they might get back when they retire, and they can trade online.