Adviser Centre

Using our I.T. systems.

We have developed systems so you can generate illustrations, get valuations or review the status of all your clients’ pension plans at a glance.

You also have the facility to perform a pension transfer analysis quickly and simply online, to help support your pensions consolidation business.

Quotes

Getting a quote

Get multiple illustrations for pension products. Print, complete and post documentation.

Pension Quote Tutorial

Watch this online tutorial to guide you through the basic screen navigation, together with some useful tips to help you get the most out of the system.

Contract enquiries

Making pension contract enquiries

View valuations and/or policy details for Legal & General pensions.

Contract enquiries tutorial

Watch this step by step guide on how to get valuation and other policy details.

Pension transfers

Pension Transfer Analysis: e-TVAS

Compare defined benefit analysis / money purchase schemes. Download a client facing report and key features illustrations, and print transfer application forms.


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Key documents

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Why choose us?
What we can offer you and your clients.
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Doing business with us
How to access and register with us.
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Guide to our online services
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Technical support for every event

When you need clear reference material, refer to our pensions technical library for assistance.

Why choose us for pensions?

With our pensions’ proposition, you can meet your clients’ retirement needs.

Online services

We offer a range of online services across a range of products.