Main features

For individuals
The site offers a facility to show how the client dashboard  works, at group scheme staff presentations, one-to-one or potential new customers. They can navigate through the policy value screens, risk profiler tool and retirement calculators in what looks like a live environment without affecting actual policyholder’s records.

For groups
Scheme details are displayed at a group level including access to individual member policies as above. Many more group developments are planned for this area and will automatically update to the group/trustee view. Look out for Employer Payroll Processing facility later this year!

For brokers
The demo site offers a safe environment to demonstrate the functionality we have available via our Client and Group Centre outlined above without using real customers’ details.

Accessing the site

Simply get in touch with Patrick Lennon, who will provide you with login details.

It is important to remember:

  • Your password is valid for 30 days.
  • Please don’t change the password yourself.
  • When you enter for the first time you may see a security notice - but you can continue to the site.
Links to the site

Use this link to access the site from an internal perspective.

Use this link to access the site from an external perspective.


If you have any questions, please get in touch with Patrick Lennon on ext 2051.

Joe Creegan

Head of Corporate Life & Pensions

In this issue

Patrick Lennon

Ext 2051

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