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
Question Mark Icon
Cross Wrapper Transfer & Bed & ISA
Customer Servicing
Question Mark Icon
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)
Client Linking
DOB Change
Expression of wish
Form / literature request
Name change
NINO change
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
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
New Regular withdrawal
Regular withdrawal Amendment
Single (one-off) withdrawal
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

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.