Online servicing - evolving to support your clients and you
Following the strong adoption of our online Change Regular Contribution form, we’re pleased to let you know this form has now been expanded. In addition to the Synergy PRSA and Synergy PRSA AVC, it will now also support Synergy Personal Pension and Synergy Regular Invest, making it easier to manage changes for your clients across our product range.
We’re also pleased to confirm that both the Change Regular Contributions form and the Fund Switch form for Synergy products now include the option to download a summary detailing the change requested for ease of record keeping.
Why use the online forms?
- No need for emails or written requests
- Built-in validation to help avoid missing or incomplete information, and
- Instant confirmation once your instruction has been submitted
our online forms support smoother, more efficient processing of client requests.
Your dedicated Servicing Forms Page
To make servicing requests easier and more efficient, our dedicated Servicing Forms page brings together the tools you use most, including:
- The online Change Regular Contribution form
- The online Fund Switch form for Synergy products
- A selection of our most frequently used servicing forms
We recommend bookmarking this page or saving it to your favourites for quick access and to stay up to date with our online servicing tools.
You can access the new servicing forms page from the adviser site menu under Business Support > Servicing Forms or you can launch the new servicing forms page here.