content is aimed at financial advisers only and should not be relied on by
16 November 2016
New features include a summary of your clients' products, both in accumulation and drawdown, plus quick links enabling you to conveniently access the information or service you need.
When online you can:
When you log on for the first time after 18th November you'll land on the new dashboard as shown below.
Watch this space for further improvements; we'd love to hear your suggestions. Email us at firstname.lastname@example.org.
If you haven't used the service before registering is quick and easy; follow this link.