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Retirement

Apply Online

Before proceeding to the application you should ensure that your client has been provided with a copy of our Key Features and, if the sale is not face to face, our Policy Provisions. Please also ensure that your client has been issued with a copy of our Important Notes for Applications (PDF 56k) formThis symbol denotes that the link will open in a new window.

What are the benefits of applying online?

  • You can apply online at any time on behalf of individuals and employees
  • You can add a member to an existing group
  • Once you have applied you can track your clients' application after one working day
  • Allows group details to be automatically applied to all new members of the group when applying, reducing the amount of duplication.
  • Gives an employer the option to apply online for new members, saving you the time of adding a new employee when they become eligible to join

What you need to apply online

  • Applicant's personal details
  • Applicant's full address including the postcode
  • Employer's Address
  • Applicant's Bank Details

Important Notes - please read

If you are supplying Bank or Building Society account details online on behalf of your Client, your Client must be the account holder and must also be the only person required to authorise debits from the account.

Please note: you must be logged in to our online services in order to access this service. Log in with Customer ID and PIN or Log in with Unipass. You may also need to log in again if your session has timed out. If you have not already done so, please register now.

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