Please note: For advisers only, not for use with customers. If you're a customer please go to our customer site.
Bulk data download
If you have purchased products from Friends Provident Heritage and would like up-to-date information about all of your clients’ Friends Life policies, we can send you a bulk file of these records for you to import in to your back office system.
How does it work?
There are a number of reports available, these are:
- Group pensions
- All policies
- All policies without unit details
- Unit linked life policies
- Unit linked pensions policies
- Protection policies
These reports are supplied in .csv format that is easily converted in Excel. The group pensions report is supplied as an XML (Extensible Mark-up Language) file and requires you back office system provider to import the data for you. If you use Adviser Office, you can use he Group Scheme Import wizard to upload the information yourself.
How can I use the data?
The bulk data reports can be used to either populate or clean your client records. This will mean that your system is ready to receive contract enquiry.