Adviser > Your business > Online Service > Online client access
Online client access
Our online service allows your clients to handle some of their own pension administration so they feel more in control.
This cuts the time you need to spend dealing with queries and gives them immediate access to a range of information.
For Corporate clients
Employers
We’ve created a range of services to make scheme management as painless as possible:
- View scheme information - look up details about the scheme as a whole
- Payment processing - send regular payments to us online
- Add new employees - automatically add new entrants when processing contributions
- What if projections - look at the effect of paying extra contributions
- Track changes - keep track of any changes made to employees' policies online.
Employees
The level of access given to employees can be tailored to suit the needs of your client. If you would like more details, please contact your usual Scottish Life representative. Features include:
- What if projections - look at the effect of paying extra contributions
- Online switching - switch existing funds and/or redirect future payments
- Change details – update personal and policy information
For individual clients
Clients can access a wide variety of information and services, including:
- Personal details - customer details, current contributions, contribution history, transactions, current investments, fund information and values
- Valuations – detailed breakdown of investment valuations
- Projections – select from a range of options including contribution changes and additional single premiums
- Yearly review details – current renewal details
- Investment changes – change investment options for current investment value and future contributions
- Online fund switching - allowing them to alter their fund selection or redirect future payments into the fund(s) of their choice
- Income Release - clients can see their current plan value split between Savings Account and Income Release Account and their income payments
For professional advisers only
