Manage your Plan

To make things easy, you have the choice of dealing directly with us or your financial adviser. 

In many cases, general plan updates such as changes of address or your payment details, can be completed over the phone. For more complex plan alterations, you may need to provide us specific information or speak to your financial adviser first. In any case, we’ll clearly explain what you need to do and why so we can manage your request as efficiently as possible.