Manage my Investment

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Understanding my investment

Find out about the funds your plan invests in, who manages them and how they are managed.

» Who looks after your investment

» Understanding risk

Adjust my plan

If your long-term goals change, you might want to make some changes to your plan, too.

» Change where your money is invested

» Change your payments

» Make an additional single payment

Make a withdrawal

Find out out if and how you can make a withdrawal of your money from your plan.

» Make a withdrawal

Update my details

Keep all your personal details right up to date.

» Change your personal details

» Update your bank details

How are my funds performing

» Find out how your funds are performing and get a valuation of your funds.

Looking for advice

If you would like help making decisions, please speak to your financial adviser. Bear in mind, you may have to pay for any work an adviser does for you.

Find a financial adviser

If you are looking for an independent financial adviser in your area, visit unbiased.co.uk

» Things to consider before you speak to a financial adviser

Your privacy is important to us - data protection

Our Data Protection leaflet tells you why we ask you questions, what we do with the information you give us and how we protect your privacy. It also explains your rights under the Data Protection Act 1998.

Portfolio Manager

Portfolio manager is a service that allows you to create, store and monitor portfolios online.

» Portfolio Manager

Manage my investment

Understanding my investment