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More than just funds
Analysing assets in depth
Effective asset distribution is vital – and could lead to more sales.
Going green
Start conversations about reviewing ethical fund choices.
Focus on valuable business
Segmenting your clientbase
Use a platform to analyse your client data. Understand your business.
Re-evaluating your target markets
The demographic is changing, so baby-boomers need advice now. Explain cost of delay and the benefits of clients contributing to a pension as early as possible.
Reviewing older clients’ plans, too
Clients will be working longer. Can you make their pension plans work harder?
Treating Customers Fairly
Staying in touch
Regular reviews means understanding your clients’ needs, in depth.
Developing your business.
The biggest opportunities are the ones that benefit your clients most.
Total retirement solution
Provide the ideal pension for every type of person.
Find out more
Cofunds - The UK's largest independent platform
Let's have a chat about pensions
Let’s have a chat about pensions - to help your clients understand the need for pension planning.
Business efficiency
Pensions planning and consolidation
Growing your business, by maximising planning and transfer opportunities with your clients.
Get transfer analysis reports and view valuations online for Legal & General pensions.
Platform technology for simplicity – through Cofunds
Cofunds can offer a level of service and convenience you will appreciate throughout the retirement planning process.
Business solutions
Guiding you through the current challenges facing your business
We can offer help with a whole range of business development support and solutions.
Retirement planning solutions (PDF)
See how we can help you to focus on valuable business.
We can provide you with advice, top tips and pointers on how to plan your marketing activity.Suffolk life - MasterSIPP
An enhanced pension proposition
We acquired Suffolk Life in 2008 as one of the leading providers and administrators of specialist pensions.
MasterSIPP has been rated by Defaqto as a 5 star SIPP - the highest award available.
A flexible future for you
Listen to our podcast by Adrian Boulding.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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Stakeholder pension
Read about our Stakeholder plan – a low-cost solution with the advantage of flexible fund choices.
Technical support for every event
Our technical library has clear documentation to help you as you plan your clients’ retirement.
Using our pensions’ IT systems
Generate illustrations, get valuations or review the status of all your clients’ plans at a glance.
Why choose us for pensions?
With our pensions’ proposition, you can meet your clients’ retirement needs.
Annuities
We offer a range of options and enhanced rates to help your clients get the most out of their annuity.
Pensions
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.
© Legal & General Group plc 2012
