Adviser Centre

TaxFacts App.

Our new TaxFacts app is now available and is full of useful tax information and calculators. Start using it with your clients today.

Quote and apply.

Get multiple online quotes and then electronically apply for our bond products.
Quote and apply
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Literature.

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
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Servicing.

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

Our online services include.
Contract enquiries
Collective valuations
International Portfolio Bonds valuations
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Products.

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
Select Portfolio Bond
With Profits bond
Structured Products
Offshore Bond
Workplace Savings
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Funds A-Z.

With our diverse range we can offer more than 300 funds from over 45 fund managers, covering all major asset classes and client attitudes to risk.

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

From first time investors to high net worth clients.

Sales aids to help you.

Of interest.

Life distribution fund

25% reduction in management charge for our Distribution Fund. Exclusively available through our Select Portfolio Bond (Wealth Managers).

 

 

Adviser charging and trusts - who pays?

Watch our webinar that covers topics from how advisers should use trusts against a backdrop of GAAR, to trust based fee advice.


 

Funds.

We offer a broad, developing fund range which includes a number of index-tracking funds and investments that marry expertise with great value.

Other sites of interest.

Paraplanner hub

If you're a Paraplanner, why not visit our dedicated Paraplanner website?

 

With Profits Bonus Declaration

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

 

Legal & General International

Find out more about our Offshore Bond offering.

 

Estate Planning

View our Trusts and Estate planning options.

Tax, Trusts and Estate planning - investments.