Client View

How can new Client View make your day easier?

If you’re not yet familiar with new Client View check out our tutorial videos to see how much information is now available online. Or simply login and explore for yourself.


 What’s new?

Documents available online

  • Access recent new business and top up documents online
  • Notifications icon will alert you of any new or expiring documents requiring your attention
  • Documents remain live for three years
  • Access the relevant product literature (e.g. policy provisions) and provide them to your client
  • Where necessary, we will continue to provide you with a hard copy of your clients new business documents


  • Pipeline is now available for New business, Retirement Claims and Transfer out
  • Email notifications will alert you of any items requiring your attention

Upcoming retirements

  • New R icon shows you customers with policies approaching or past retirement date
Client view tutorial

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Not a Client View user? Contact us at to arange access.


Funding Opportunities

Using company profits for pension savings