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Main menu

Plan servicing demonstration
To return to the site homepage at any time click on the logo in the banner.

After logging into the service you will be presented with a list of options from which you can select. Please click on one of the options below to view a demonstration of what could be available to you.

 

Service menu

Welcome to the Clerical Medical website. With this facility you will be able to obtain up to date information and make changes to your details and plans.


List my plans You will be able to: view fund values; view contribution histories; switch investment holdings; change the investment route of future contributions and change personal direct debit contribution levels where applicable.

Personal details You will be able change certain details such as your address.

Bank account details You will be able to check the bank account from which contributions are drawn, and change it if appropriate.

Logout This will log you out of the plan servicing facility and return you to the homepage. It will clear your PIN, username and password from your browser. The safest way to ensure that no-one can use your plan servicing logon is to close the browser after you have finished using the service, especially if your PC is left unattended.

Change password You will be able to change your password to one of your choice.

Change PIN You will be able to change your PIN to one of your choice.