Change to the way you receive your portfolio bond valuation

An important benefit of this change is that once you are registered on the OSC you will be able to view your plan’s performance whenever you choose to, completely securely, and the valuation will always be current. 

From the end of 2018 we will no longer be sending out printed portfolio bond valuations to you by post. Valuations will only be available on the OSC.

WHICH PRODUCTS ARE AFFECTED?

This change affects clients who are invested in the following plans: 

• PIMS
• Self Investment Portfolio (sold originally under the Scottish Life International brand)
• International Private Investment Portfolio (sold originally under the Scottish Life International brand)
• Select (sold originally under the Scottish Provident International brand)
• Choice (sold originally under the Scottish Provident International brand)

HOW TO ACCESS YOUR VALUATION ONLINE

You may have registered for the OSC when you first took out your plan. If you did, please go to section 2 below. If you have not registered, please follow the steps in Section 1.

1. If you are not yet registered to use our OSC:

• Visit www.rl360.com/servicing and follow the steps to register.
• You will need to have your plan number ready as part of the registration process.
• You will also be asked to provide an email address. Please note this must match the email address you provided to us and that we hold on our records.

2. If you are already registered to use our OSC:

• Log in at www.rl360.com/servicing using your existing login details. You will find your valuation in the Policy Servicing section.
• If you have forgotten your password or user name, please visit www.rl360.com/servicing and follow the Forgotten Your Security Information link.

If you need help

Please get in touch with us: 

• email: clientsonline@rl360.com
• phone: +44 (0)1624 681682

Your financial adviser may also be registered to use our OSC and, if that is the case, they will also be able to view and prepare valuations for you.

OTHER BENEFITS OF OUR OSC

As well as being able to view your valuation, there are a number of other benefits to registering for the RL360 OSC. Once you’ve registered, you will be able to: 

• View a breakdown of all the current holdings you are invested in.
• As well as viewing the current plan valuation, you’ll be able to see backdated valuations.
• View all the transactions, contributions and withdrawals made over the life of the plan.
• Check personal contact details for all owners and lives assured connected to your plan.
• Check your financial adviser contact details.
• You or your investment adviser can carry out fund switches and deals online (to use this functionality, you’ll need to complete an additional form which you can request from us).