Adviser Centre

The tools you need to write business


With our literature library you have access to all our promotional items. Simply refine your search using the criteria down the left to locate the document you want, or use the quick links below.
Launch the library

Key Features
Application Forms
Promotional Sales Aids
Taxation and Trust


We do everything we can to make it easy for you to do business with us.

Our online services include:
Contract enquiries


Our investment products are designed to suit many different types of clients, with varying investment aims, attitude to risk and income requirements.

Our products include:
Unit Trusts and ISAs'
Select Portfolio Bond
Past Investment Products

Funds A-Z.

We offer a diverse range of funds covering all major asset classes and client attitudes to risk.

View our Funds A-Z library for the latest funds factsheets.


From first time investors to high net worth clients.

Fund information



Important information about our fund range. Following a review of our existing fund ranges, in March and April 2015 we removed a number of funds from our products, please see details.


Of interest.


Natural Income rates.

Find out the latest rates for our funds paying natural income, available through our investment bonds.

View latest tables


Taxfacts app

Download our TaxFacts app today. It is full of useful tax information and calculators that you can use with your clients.

Download for free

Other sites of interest.


With Profits Bonus Declaration

For all the information on our With Profits Bonus Declaration, please visit our dedicated website.



Estate Planning

View our Trusts and Estate planning options.

Tax, Trusts and Estate planning - investments.