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Log Into Your Account 1360X784

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Manage your policies simply and easily

A simple way to keep track of your clients’ policies and plans.

Investments

Adviser Connect

Access drawdown products, view bond valuations and create annuity and Fixed Term Income Plan quotes for your clients.

Learn more about Adviser Connect

Onshore

Log in or register for Adviser Connect

Offshore

Log in or register for Adviser Connect

The Retirement Account

Dashboard (incorporating Model Portfolio Manager)

Create a quote and apply. You can auto-rebalance, check the value of investments, use our phased drawdown facility and more.

Learn more about Dashboard and Model Portfolio Manager
Register for The Retirement Account Dashboard
Log in to The Retirement Account Dashboard

Workplace Protection

CLASS

Create new quotes and renew and manage your clients’ policies online.

Log in or register for CLASS

Individual Protection

Quotation Extranet

Already have an agency agreement with us? Log in to our Quotation Extranet to get a quote for your client.

Log in to our Quotation Extranet
Register for an agency with us

Home Finance

Home Finance KFI Generator and Online Application Systems

Create new quotes and submit cases. To register, you’ll need to provide evidence of your equity release qualifications.

Log in to our KFI Generator and Online Application System
Register for our KFI Generator and Online Application System

A simple way to keep track of your plans with us.

MyAccess onshore account 

Access the following with your MyAccess account:

  • Pension Investment Plan
  • Flexible Drawdown Plan
  • Fixed Term Income Plan

Register for a MyAccess onshore account
Register for a MyAccess offshore account
Log in to MyAccess