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Personal pensions
- Portfolio overview
- Valuations / Transfer value
- Historical valuations and performance over time
- Contributions
- Projections (current and alternative)
- Policy details and options
- Adviser and Policy charges
- Transaction history
- Fund research
- Fund switch and redirect
- Change of beneficiaries
- Change of address
- Transfer in (limited scope)
- Client report
- Portfolio analysis
- Client documents
Investments
- Quote and apply
- Portfolio overview
- Valuations / surrender value
- Historical valuations
- Contributions
- Policy and adviser charges
- Policy details and options
- Transaction history
- Fund research
- Fund switch
- Surrender (full and partial)
- Change of address
- Client report
- Portfolio analysis
- Client documents