Log in to your account

Manage your policies simply and easily

Request your 2025 P60 document

If you would like to register to receive your 2025 digital P60 / Tax certificate , please complete our online form.

Customer log in


MyAccess allows customers to view policy information as detailed below:

MyAccess Onshore

Pension Investment Plan and Flexible Drawdown Plan – you can view policy commencement date, current value, total investment, total withdrawals, name and address.

Fixed Term Income Plan - term and income amount.

Register for a MyAccess onshore account

MyAccess Offshore

You can view details of all offshore policies including current valuations.

Register for a MyAccess offshore account

The Retirement Account

Use our customer portal to gain an overview of your overall wealth valuations, fund allocation and rebalance strategy.


Secure email change to Proofpoint

We have changed how we receive and send secure 'encrypted' emails. We now use Proofpoint SecureMail to send and receive this type of email. If you have any questions regarding secure emails using Proofpoint, then please contact us.

Learn more about how to register and access your secure emails