Adviser Centre

Premium.

Our range of products gives you the scope to create the right investment solutions for your clients.

Capital Protection

For the more cautious investors we have a range of products, some of which offer capital protection at set points in time.

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Wrappers for tax-efficiency

Your clients can benefit from making use of ISA allowances in their portfolio. Investment bonds can also be potentially tax efficient for some of your clients.

View our Bonds vs. Collectives sales aid (PDF) and presentation (PDF) to find out more about the impact of capital gains tax following the emergency budget.

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Fund choice

Our Portfolio Bond range offers clients access to more than 300 funds from over 45 fund managers. Helping you to design a portfolio to suit their needs.

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Investment expertise

Access to investment expertise through Legal & General Investment Management (LGIM), one of the largest managers of financial assets in the UK, who provide investment solutions to meet the specific requirements of a wide variety of organisations.

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Our products.

We believe in something for everyone, not one size fits all.

There are a number of considerations when planning a portfolio for your client including investment aims, attitude to risk and income requirements.

Portfolio Regular Investment Plan - An innovative solution.

Our Portfolio Regular Investment Plan is an additional way of making tax-favoured savings. It's worth considering if your client already invests in a pension and an ISA. 

A film to show how we developed our Qualifying Savings Plan

 

How Qualifying Savings Plans address customer needs. 

Our Multi Manager funds

Our fund managers’ passion for investing has helped all three funds maintain an ‘A’ rating by Standard & Poor’s and OBSR based on fund performance and the quality of our investment process, as at October 2011.

Past performance should not be used as a guide to future performance.

Charitable Champions Blue

Visit our Multi Manager Website

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One less worry!

Use this short film with your clients, to start off those important conversations about estate planning.

Our Estate Planning Solutions

 

Cofunds - The UK's largest independent platform

 

If you’d like to manage your clients through the Cofunds Platform, you will find everything you need for our Portfolio Bond and International Portfolio Bond via Cofunds on the Cofunds website.

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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.

Technical support for every investment

We’ll give you support in all aspects of portfolio planning, taxation, trusts and estate planning.

Investment Helpdesk

Meet the experts on our Investment Helpdesk. When you have questions, they’ll find the answers.