Adviser Centre

The tools you need to write business

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
close

Servicing.

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

Our online services include:
Contract enquiries
close

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
Past Investment Products
close

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.
close

Investments.

From first time investors to high net worth clients.

Fund information

 

FUND RANGE ON PORTFOLIO PRODUCTS.

Important information about our fund range. We’ve reviewed our existing fund ranges. We will be removing 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.

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.

 

 

Estate Planning

View our Trusts and Estate planning options.

Tax, Trusts and Estate planning - investments.