Retirement Account’s online functionality
We want to make it clear what servicing can be done fully online, and outline the support we have available for you, if you need it, as we continue to work through COVID 19.
|Money In (NBS & Top Up)||Money Out - Taxable Income||Money Out - Phased Drawdown||Money Out - Drawdown||Money Out - Single UFPLS||Money Out - Regular UFPLS|
|Transfers||Start||Start||Full crystallisation||Key request||Start|
|Single Contributions*||Stop**||Stop||Partial crystallisation||Stop|
*client, employer & 3rd party contributions
**When stopping a taxable income request, please change this to suspended. Do not change the value amount to 0. Change the value to ‘suspended’.
|Money In - Regular Contribsutions||Trading||New Business Tracker*||Client Servicing||Policy Servicing||Adviser Servicing|
|Start||Buy||Transfers In||Change address||View current value||Download remuneration history for each agency|
|Stop||Sell||Contributions||Add client email address||Obtain backdated valuations/portfolio performance||Download report for all clients with RA policy|
|Decrease||Switch||Money Out||Update contact details||
adviser charge history for each sub account
|Download bulk valuation|
|Increase (via top up)||Convert existing capped drawdown||Download list of all clients with money in Cash|
|Restart (via top up)||View all correspondence issued||Download list of all clients|
|Dowload list of client who have received correspodence within specied time period|
*available for those cases keyed on the new online journey
Market Updates and Covid-19 Response
We understand that both you and your clients are facing into unprecedented challenges like never before. Our new hub provides guidance and information to support you through this difficult time.