The majority of our most common instructions can be carried out online through our platform, allowing for a higher level of straight through processing and the removal of potential administration delays. For the small number of instructions that can't be performed online, PROMPT allows you to send instructions straight through to our processing teams quickly and easily, eliminating delays, postal costs and the need for a covering letter. You can check which instructions can only be completed using a form here.

To get started, or to explore what PROMPT can do, choose from the options below.

By using PROMPT, you will agree to ensure that any personal identifiable data you send us is sent securely. PROMPT is not an automatically secure (encrypted) email channel.

By using our PROMPT tool you agree to the Full Terms of Use.

Step 1 - Adviser Details

Please enter your details here. If you have used the tool on this computer before and opted to remember your details these will be pre-populated below. Please check your details are correct. If they have changed, please select "Not you?", enter your new details and click on 'Remember me'. This will update your details.

If you clear your internet cache/cookies then these details will be lost and you will be asked to enter them again

Step 2 - Customer Details

Please enter the customer details here.

Step 3 - Document Type

Please use the options below to specify the type of document you are sending to us. It is important you select the correct options as failure to do so may result in delays in processing/locating these documents.

Make a Selection:
Adviser Servicing
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Claims
Cross Wrapper Transfer & Bed & ISA
Customer Servicing
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Direct Debits (including Employer Payments)
Money In
Money Out
Adviser Firm Amendment
Adviser User Servicing
Agency Registration
Block Transfers
Transfer of Service
Transitional Tax Free Amount Certificate (TTFAC)
Bankruptcy
Client Linking
DOB Change
Expression of wish
FATCA
Form / literature request
Name change
NINO change
ROI
Transfer of ownership
Trust Deed
Web Dec
APS Contribution
Claim documentation
Ill health and serious ill health
Notification of death
Direct debit amendment
Direct debit cancellation
New direct debit
Bank Details Verification
Bond Withdrawal
Divorce
ISA/CIA Withdrawal
Pension Withdrawal
Adhoc Income request
Benefit Crystallisation Event (Above £50k) Part
Benefit Crystallisation Event (Above £50k) Full
Existing Income amendment
Full withdrawal
New Income instruction
Small pots
Transfer out
TRIO
New Regular withdrawal
Regular withdrawal Amendment
Single (one-off) withdrawal
Bond
CRA
ISA/CIA
APS Contribution - Transfer
APS Contribution - Lump sum
Bond Contribution
ISA/CIA Contribution
Pension Contribution (including Employer Payments)
CRA Transfers
ISA / CIA Cash Transfer
ISA / CIA Lump Sum
ISA / CIA Re-registration
JISA Lump Sum
Single contribution
Single contribution
Crystallised
DB
ITFC
Un-Crystallised

The final step - Please select one of the options below. Remember that you are required to send these details via secure e-mail as we can't guarantee the security of the information being sent until it reaches our servers.

Program based E-mail system

Click the button below to load an e-mail with all the details using your program based E-mail system. For example: Outlook or Windows Live Mail. Please do NOT delete any contents of the e-mail as this is required for us to process your request. You can add additional content below it if required.

Open Email
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Browser based E-mail system

If you're using a browser based e-mail system such as Hotmail or Gmail then you'll need the details below to send your document to us. Please ensure you include all of these details otherwise it may cause delays in locating and processing your request. Please ensure the body section below is included in the first part of your e-mail.

To:

CC:

SUBJECT:

BODY:

Useful Information

Please see the guides and notes below for guidance on using this tool.

Originals and certified document requirements

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Full Terms of Use

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Information for Pension Transfers In

If the ceding provider will transfer electronically, please do not send over any documentation once you have completed the online journey as this will not be required.
These forms must be retained by yourselves. If the ceding provider is unable to transfer electronically, we will require a signed TSA (Transferring Scheme Authority) and any supporting discharge paperwork where required.

Need to start again?

Use the button below to reset the options and start from scratch.

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