You can manage your Investments or Pension products through our self-service web forms by selecting one of the options below.
Frequently asked questions
What personal details can I change via the self-service web form?
Through the self-service web form you can instruct us to change you name, address, add or amend your National Insurance number or reply to a 'Gone Away' letter.
What will I receive following a plan information request?
After making a plan information request you will receive a standard plan summary.
A standard plan summary includes:
- Current fund value
- Regular payment amount and frequency
- Investment fund(s) and details of your units in each fund
- Payments made in the current tax year
- Withdrawal history (if applicable)
I've received a 'Gone Away' letter - why?
Our records show that that there is a plan held in your name. This plan is currently marked as 'Gone Away' because we have insufficient information to securely honour the plan.
When we lose track of our customers, we do our best to find them so we can stay in touch and send them important information. We need to have your up to date contact details, including your postal address, to honour your plan.
Once you’re back in contact, it’s much easier to stay up to date with your plan or make a claim.