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Service and expertise.
We make it easy for you to do business with us.
We pride ourselves on giving you and your clients excellent service. Whatever you and your clients need, we have the expertise to give you in-depth support to help you find the ideal solution.
We know speed and efficiency are important to you so we aim to give you all the support you need through our people, systems and processes.
For instance our specialist savings taxation and trust team are available to give you support in estate planning and advice on Inheritance Tax. We also work closely with Suffolk Life, one of the country’s leading providers and administrators of specialist pensions.
When you call our Medical Underwriting Technical Advice Line (MUTAL), we can advise on whether a protection application is likely to be accepted, rated, postponed or declined. Our underwriting team has 232 members across six UK sites; that means faster policy issue and a more efficient service for you and your clients.
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Our IT Systems
Take a look at all the systems available for you to use.
Pensions
Pensions are the investment of a lifetime. Find out more about products to suit your clients.
Pension annuities
We offer a range of options and enhanced rates to help your clients get the most out of their annuity.
Investments
Our investment products aim to incorporate flexibility, performance and value for money.
Protection
We don’t just offer term. We also offer family, business and Inheritance Tax protection.
Working with us
