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Important - financial advice

This is only a summary and general introduction to PIMS. You should speak to your financial adviser and read the PIMS literature suite before making an investment decision. We can only accept business that is introduced via a financial adviser.

Personal Investment Management Service

Our single premium portfolio bond is built around a simple proposition of choice, flexibility and tax-efficiency.

Track your policy online

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Simple registration

All you have to do is complete the 'Online servicing' questions in the PIMS Application, and once your policy has been issued, click 'register' (top right above). Enter your details, just as they appeared on your application and you'll then receive an email with an activation link, enter the details required and you're in!


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Your policy, any time, anywhere

Once you have activated the online service, you will be able to view a policy summary, live and snapshot valuations, a full transaction statement, policy history and your advisers' details. You'll be able to see what you are invested in, and how much your policy is up or down. You'll also be able to save a record of how your policy is performing by downloading our PDF documentation.


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Available to financial and investment advisers too

Access to our online service isn't restricted to policyholders only. Your advisers will also be able to keep track of how your policy is performing, simply by logging in. We too can see what you see, so if you have any questions about how your policy is doing it'll be easy to talk you through it.


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Online dealing

You or your investment adviser can be granted online dealing rights if required. This allows you to perform deals on your policy via the online service. As long as you have internet access, you can request deals at any time, from anywhere in the world. No more waiting around for fax confirmations. There are currently 10,000+ assets you can buy and sell. Not all assets are available to deal online.


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Deal tracking

Using the dealing home screen, you can stay up-to-date with the progress of all your transactions. We will send you updates via your online mailbox and remind you about these using your registered email address.


You'll also be able to recall a contract note for any deal past or present using the completed transactions tab.

Important

Financial advice

This is only a summary and general introduction to PIMS. You should speak to your financial adviser and read the PIMS literature suite before making an investment decision. We can only accept business that is introduced via a financial adviser.