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Financial reward
We want to make financial planning rewarding for you as well as your clients.
We believe we're competitive, and look forward to rewarding your hard work.
Access to information
To sell efficiently and effectively, we give you access to Cofunds - the award-winning fund platform.
- Management tools that help you sell.
- Transparency for you, and your clients.
- Up to date fund information.
- Award-winning service.
We're a total provider
We want to help you find an investment solution for every one of your clients, in every situation. We offer:
- Solutions for more cautious investors.
- Products suited to high net worth clients.
- Offshore opportunities.
- Complete choice and flexibility – up to 320 funds from over 45 fund managers.
- Products for estate planning and tax-efficiency.
Help with regulation
From experience, we know the value of clarity in financial services – for you, and your clients.
We'll help you stay up to date by keeping you informed about RDR and other regulation, news, views and practical ways to ensure complete transparency.
Taxation and Trust expertise
Investment can be about more than achieving income or growth. With careful planning, you can make a significant difference to your clients' future.
Estate planning and tax-efficiency expertise is on hand to help you find the best solutions for all of your clients.
Developing your business.
We’re here for you, as well as your clients.
Cofunds Platform
Through our alliance with Cofunds, you have access to the UK’s largest independent investment platform.
Platform functionality makes the administration of managing your clients' portfolio more efficient so you have more time to grow your business.
Grow with us
We’ll help guide you through the challenges facing financial services businesses today, with a whole range of business development support and solutions.
If you are interested in finding out more about the following topics, please get in touch with your usual Legal & General contact or email us.
- Cost and value
- Revenue and equity
- Risks and strategies
Investment expertise
Estate Planning opportunities
See the estate planning solutions we can offer.
Meet the taxation and trusts specialists within the
Legal & General Wealth Technical team.
Contains technical, marketing and other support material on tax and trusts.
Estate Planning - "One Less Worry"
Use this short film with your clients, to start off those important conversations about estate planning.
What solutions we can offerYour marketing activity
OUR INTERACTIVE MARKETING GUIDE.
We can provide you with in depth advice, top tips and pointers on how to plan and initiate your marketing activity.
What's included in the guide?
Campaign Planning
Maximise your marketing budget, targeted campaigns and follow-up.
PR Sponsorship
Raise your profile and get to meet potential new customers.
Exhibitions
Provide an opportunity for buyers and sellers to meet to exchange information.
Advertising and inserts
Works well as an affordable means of reaching potential clients.
Direct marketing (DM) and database management
Often the most effective way to get a message across to your clients.
Online marketing
How to use social media, email marketing and your website to reach new and existing clients.
For a copy of the guide or further information please speak to your usual Legal & General representative.
Legal & General International
High quality investment products
You can offer clients tax-efficient, medium to long-term investment and tax planning solutions.
Access to a comprehensive range of trusts.
Extensive external panel of third party funds and a number of internal life funds.
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.
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Grow with us
Discover our A to Z of funds, latest prices and fund literature; get news and views on market trends.
Investment Helpdesk
Meet the experts on our Investment Helpdesk. When you have questions, they’ll find the answers.
Estate planning
We’ll give you support in all aspects of portfolio planning, taxation, trusts and estate planning.
Structured products
Clients can diversify their portfolio with a fixed term deposit or investment offering a defined return.
Legal & General International
For clients looking for expertise in the international investment arena.
Investments
This website is designed to give professional financial advisers information and tools that they can use to help control and develop their business and should not be relied upon by private investors or any other persons.
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