PIMS - Online Services

Simple registration

If you filled out the Online Servicing questions on your product application form, you will be sent an activation code once we have issued your plan. This will give you direct access to our Online Services. If you have an RL360 plan but do not currently have access to online services, click here to Register Now.

Your plan, any time, anywhere

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

Available to financial and investment advisers too

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

Online dealing

You or your investment adviser can be granted online dealing rights if required. This allows you to perform deals on your plan 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.

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.