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Help us improve your online experience...
We're always looking to improve the online services and experiences that we offer to you, we would really appreciate your participation in this short survey to help achieve this. It should take you no longer than 2 minutes to complete.
Current opportunities.
We've got information about how:
- We can help you with the impacts of Retail Distribution Review (RDR)
- Find out about our latest promotions and the opportunities they offer your clients.
- Find out about Suffolk Life and our relationship with Cofunds.
Sales and marketing support.
We’re sharing our knowledge with you on:
- Treating Customers Fairly (TCF)
- Segmenting your customer base and making the most of cross selling.
- How to develop your income through retention.
- Marketing activity, use our top tips and advice to improve your business.
Client groups.
We’ve brought together a dedicated area where you can focus on your clients' needs and specific lifetime events.
Business development.
Latest Asset TV RDR Masterclass - April 2011
Watch the panel of experts discuss how the RDR will impact you and your business.
More on Retail Distribution ReviewRead the latest RDR article written by Danny Wynn and published in adviser evolution. PDF: 231KB
Business efficiency
We know that time is money and running your business as efficiently as possible is important to you.
We work within the industry to make your life easier, quicker and faster to do business.
Latest promotions
Take a look at our latest promotions, which have been developed to help you present current opportunities to your clients. When they listen, your business grows.
Current opportunities
With assets under administration in excess of £31 billion (as at 31 March 2011), Cofunds offers unrivalled power, service and convenience.
Suffolk Life has established over 16,000 self invested plans and have gross assets under administration in excess of £3.7 billion (as at 1 June 2010). They have also acquired over 1,950 properties for over 3,500 SIPP investors.
Research and development webcast
Head of specialist protection, Clare Harrop, talks about our research into business protection.
Sales and support
Customer relationship management
Did you know that it is five times cheaper to retain existing clients than seek out new clients?
Treating Customers Fairly (TCF)
We are committed to fulfilling our TCF requirements and help you to help your customers.
Client groups
A valuable client group with opportunities for portfolio planning, tax and estate planning or help with pension arrangements.
Young and single, with or without children
Your clients may be young and single, but they could still need investment advice, especially as they may have higher disposable income.
This is always an emotionally and financially difficult time and it’s important to review pensions and savings arrangements.
Having spent so many years working hard, your clients may now be looking to build their assets and thinking of their future retirement.
A big consideration for this lifestage is that an income will need to be provided to help maintain your clients’ normal standard of living.
Income protection through retention
See how you could improve protection retention
performance with our help.
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Technical centre
Do business wherever you are with our extensive range of online quote and apply tools.
Working with us
We help make financial security easier to achieve for our customers.
Business development
