Workplace
Workplace| Contracted In Money Purchase (Occupational) - eg H80000/1 | |
|---|---|
| Individual Member Services | |
| Existing member - New business | |
| Quote - Transfer payment | 0800 634 7480 |
| Quote - Regular and single payment | 0800 634 7480 |
| Member Servicing | |
| Inform | |
| Personal details | View online |
| Current valuation | View online |
| Transfer valuation | View online |
| Investment breakdown | View online |
| Premium information | View online |
| Report | |
| Client report | Online reporting |
| Provide information pack | Online reporting |
| Client annual statement | Online reporting |
| Fund fact sheet/KIIDs | Online reporting |
| Update | |
| Fund Switch | 0345 606 0159 |
| Change address | Update online |
| Make a claim/closure | 0800 634 7477 |
| Other services and tools | |
| Adviser payments | View online |
| Bulk data download | Online reporting |
| Tools and calculators | Access online |
| Library literature | View online |