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Pension quote.
Obtain multiple illustrations for pension products.
The benefits are numerous:
- It’s far quicker and easier for you and your clients.
- It puts you in control and is easier to use.
- Multiple illustrations for pension products can be performed at the touch of a button without the need to re-key client details.
- Illustrations available by e-mail, fax or post.
Watch our 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:
Pensions quote through Cofunds
MasterSIPP quote through Suffolk Life
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Bond quote and apply
Obtain multiple illustrations and apply online for bond products.
Contract enquires
View valuations and policy details for bonds and pensions.
Pension transfer analysis eTVAS
Use this tool for your pension transfer business, download client facing reports and literature.
Technical centre
Tools and calculators
- Pension Annuity inflation demonstrator
- With Profits Annuity inflation demonstrator
- With Profits Annuity income calculator
- Pension salary sacrifice calculator
- Decreasing term - mortgage or business protection
- Business valuation calculator
- Business protection key person calculator
- Business protection premium equalisation calculator
- Income protection maximum benefit calculator
- Business retention calculator
- Direct Debit Collection Calculator
Our online services
- Protection menu quote and apply
- Bond quote and apply
- Pension quote
- Qualifying savings plan quote
- Bond and pension contract enquiries
- International Portfolio Bond enquiries
- Collectives valuations
- Pension transfer analysis: e-TVAS
- New business tracking
- Proposal tracking
- Early Warning System
- Pension Annuity quotes
