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Services available online

We’re committed to offering you support to help with your client conversations and applications which you’d expect from an established provider. Our services go further – giving you online quote and apply services, and interactive tools and calculators to support you throughout the advice journey with your clients.

Making online quote and apply simple

Fastway

Protect clients quicker than ever with Fastway – our fast and flexible quote and apply technology. 

Retirement view

Designed specifically to support our savings and retirement products, make the most of our quote and apply system – all in one place.

Equity Release Portal

Place your Equity Release business efficiently and seamlessly – with 24/7 instant access and application progress tracking.

Servicing

Protection Progress Hub

Check the status of applications submitted through Fastway. 24/7 access gives visibility of your client’s application, showing if any further action is needed.

Pension Account Servicing

View the value of an investment plan, plan information and start tasks – like fund switches or amends to a level of drawdown – quickly and easily.

ISA and Bond valuations

Find the current value of your client’s ISA or Bond with our online valuation tool. You’ll get a quick answer on your client’s investment, in just a few clicks.

Equity Release Portal

With full application tracking and safe storage of your client’s documents, our Equity Release Portal allows you to service your clients quicker, even when you’re not in the office.

Tools and calculators

Personal Protection

Our Personal Protection tools and calculators assist your client conversations and applications, helping you support recommendations for your client’s needs.

Retirement Pathfinder

Utilise our free and impartial retirement modelling tool – helping you and your clients create, view and analyse blended retirement solutions.

Business Protection

We’ve created a range of calculators to help you recommend Business Protection products – giving the right amount of cover, value of a business and showing the savings you can offer your clients.

Equity Release calculators

Identify the most cost effective solutions for your equity release clients with our lifetime mortgage calculators.

Suitability letter builder

Reinforce your recommendation, record discussions and document unmet and future needs with our letter builder, quickly and easily.

Additional services

Funds centre

View the daily fund pricing and historical performance of our Core fund range. With free access to Fund X-Ray reports and fund factsheets, you can rank and compare our funds.

Portals and integration

Select a portal service provider to start a quote and apply online, plus view the integrations with providers.