Videos by screen:
Click to view-
My Risk Profile & Asset Allocation
- A live "x-ray" asset allocation of your entire portfolio
- Study how your assets are split
-
My Contact
- Contact us in a way that suits you
- Personalise your passphrase
-
Mobile apps
- View your portfolio and historical data on the move
- Unique, powerful view of your finances
- View 'Your mobile devices' for more information
-
Overview
- Your own personalised website gives you all of your information in one place
- Life, real time valuations of your portfolio
- Unique ways to interact with your financial adviser and your data
-
Secure Messages
- 2-way messaging system allows instant and secure communication
- Protected and encrypted with industry standard 128 bit secure socket layer
- Send sensitive information and documents
-
My Performance
- View historical performance of all investment and pension plans
- The ability to drill down and interrogate your data for each plan and policy
- Intelligent monitoring system collects your information even when you don't log in
-
My Portfolio
- A comprehensive view of all the financial information we hold
- Live real time valuations
- The ability to drill down and interrogate your data for each plan and policy
-
My Personal Details
- View all of the information we have gathered on behalf of you
- Edit and update information when you want