Our online illustrations are easy to use. View the demos below for a step by step guide to online illustrations.
Quick quote 1.37 mins
Step by step demo on how to produce a quick quote, make regular payments and obtain summary results.
Illustration: overview 4.15 mins
Complete end to end demo of how to complete Retirement Account illustrations online.
- Getting started 0.44 mins
How to start a Retirement Account illustration, with specific focus on client details and policy search.
- Adding a payment 2.11 mins
Detailed demo on how to add payments for Retirement Planning.
- Choosing investments 2.38 mins
How to use the investment selection tool to select and allocate investments. Also shows how this is used with the Control Account.
- Selecting remuneration 2.21 mins
How to select a commission profile and introduces the projection calculation tool.
- Illustration results and next steps 1.43 mins
How to produce an illustration with specific focus on how to proceed to an application.
Existing Illustrations 2.10 mins
Complete end to end demo of how to complete Retirement Account applications online.
Retirement Account income illustration 2.49 mins
How to process Retirement Account Illustrations with income Drawdown.
Compare projections 3.01 mins
How to produce multiple illustrations easily with a focus on how our compare projections functionality can help with client recommendations.
Data capture form 3.49 mins
A look at how our online data capture form can help you get the best out of Retirement Account new business submission.
FAQs for Retirement Account Illustrations & Applications
Find out more
More information about our online illustrations capabilities.
Our pre-populated application forms enable you to get business on the books quickly and is complete with a full audit trail. View the demos below for a step by step guide to online applications.
Application: overview 2.41 mins
Complete end to end demo of how to complete Retirement Account applications online.
Find out more
More information about our online application capabilities.
Fund switching 4.29 mins
A detailed look at how to process an online Fund switch for Retirement Account.
Fund selling 2.57 mins
How to disinvest funds from Retirement Account.
Fund buying 2.37 mins
How to use our online services to purchase funds for Retirement Account.
FAQs
View the latest fund factsheets, prices and performances
Governed Investment Strategies are portfolios of funds that are regularly rebalanced and gradually move the plan into lower risk investments as the client approaches their selected retirement date (using Lifestyle Switching).
Online tool
Our interactive questionnaire can help your client decide how to invest the payments in their pension plan. Start tool
Find out more
Find out more about Retirement Account Governed Investment Strategies.
Policy servicing: overview 4.33 mins
View all the features of our policy servicing online.
More information
Find out more about our online servicing for existing business.
We’ve developed a range of online tools and calculators specifically for Retirement Account
View our range of tools and calculators.