01302 636119

Introducing Insight

Say hello to Insight, My Pension Expert's brand-new online pension management platform. With Insight, you can view and track your pension application with the click of a button or the swipe of a screen.

Keeping You Informed

The Insight platform provides increased transparency and accessibility when it comes to keeping up to date with the progress of your application and accessing your pension documents. Built with easy navigation, Insight makes managing your retirement simple.

With 7 easy to follow stages, you can see exactly which phase your application is at. As each step of your application is completed, the progress will be updated with a green tick. The next steps for your application will be highlighted with an orange timer symbol accompanied by the label Pending.

Tracking Your Application

Insight offers a 'Track My Application' facility, which allows you to keep up to date on the progress of your pension applications in real time.

Built With Security In Mind

Your security is of the utmost importance. That's why Insight is designed with built-in encryption, keeping all of your data safe and secure.

Two-factor Authentication

For added peace of mind, Insight offers optional two-factor authentication to verify your identity. This feature helps take away password risks and further protects you against fraud.

Got a Question? Your Answer Is a Click Away

Help is only a click away with Insight. For any questions or queries you might have, our Help Centre is here for you.

Frequently Asked Questions

Our FAQs offer answers to our clients' most common queries. If you can't find the answer to your question, you can find all the information you need to give us a call or request a callback within our Help Centre page.

Already have an Insight Account?

Fantastic! To be taken to the Insight log in page, simply click the button below. Alternatively, if you would like to speak to a member of the team, please call us on 01302 636119.

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