You can make changes to your investment using the Investor Portfolio Service (IPS). Please log in using your client reference number and select 'switch' from the menu.
If you haven’t registered yet please choose 'register' on the login screen and follow the instructions.
You will need your client reference number to hand.
You can find your client reference number on your statement or your policy documentation.
More information on services available for online customers can be viewed here, including services such as switching from an investment fund into a Stocks and Shares ISA.
Please note, the services listed below are currently unavailable via IPS:
- Existing jointly held investments
- Select Portfolio Bonds
- Setting up a regular premium