Please note: For advisers only, not for use with customers. If you're a customer please go to our customer site.

Viewing policy details and valuations

Using our online services gives you instant access to your existing book of business with Friends Life.  Prepare for client reviews or schedule reports using our real-time valuation service.

Creating this link between your system and ours removes the need for you to manually update your records, reducing the scope for error.

You can save time spent on administration, strengthen relationships with clients and meet some of your TCF requirements by keeping your customers informed post-sale.

View your clients’ details and policy values online. You can also amend your clients’ personal details if they move house or change their bank account.

You can also sign up for and use our Bulk data download service.'

Find out about Contract Enquiry where you can request a valuation and our systems send the information through to yours in a matter of seconds.

To obtain access to our policy details and valuations service you will firstly need to register and then login, using one of the links below:

AXA Heritage

  • Life Insurance
  • Individual pensions
  • Investments

Friends Provident Heritage

  • Life Insurance
  • Individual pensions
  • Investments