Adviser Centre

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Technology and Innovation.

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We make administration easier, by using accessible platform technology offering you excellent service and support.

We want to make every aspect of setting up, managing and maintaining your clients’ policies and plans easier.

We aim to be at the forefront of developments in technology and we have invested in a range of systems designed to make your life easier.

For savings you can produce illustrations and apply online. You can also produce online valuations, and our transfer tools are easy to use. You also have access to Cofunds, the UK’s largest independent investment platform.

For protection you can access OLP Connect – technology that ensures your clients get the cover they need quickly and at the right price. You’ll be able to quote and apply from a wide range of protection products, up to 40 from our range in any combination. As a system, OLP Connect is designed to save you time, which you’ll then be able to spend looking after your clients and generating new business opportunities.

We also provide an Early Warning System so you can act quickly if your client misses a payment – crucial to ensure they maintain their cover whilst you retain your valuable client.

We have been actively involved with developing and promoting the ‘Options’ pension transfer system, beginning with its pilot in 2007. Its success for customers and advisers is illustrated by the significant reduction in average transfer times from 31 days to 11 days. The majority of providers of external annuities now subscribe to Options.

Again in 2007, we began championing the use of postcodes for pension annuity pricing. It’s a practice that’s now become the industry standard and we’re continuing to look for new ways to develop pricing sophistication.


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Our IT Systems

Take a look at all the systems available for you to use.

Pensions

Pensions are the investment of a lifetime. Find out more about products to suit your clients.

Pension annuities

We offer a range of options and enhanced rates to help your clients get the most out of their annuity.

Investments

Our investment products aim to incorporate flexibility, performance and value for money.

Protection

We don’t just offer term. We also offer family, business and Inheritance Tax protection.