Trustee Buy Out Plan.

Making life easier for you and your clients

• We’re among the largest and most financially secure financial services providers in the UK.
• We recognise that every client is different which is why our service is completely flexible. Our aim is always to make your and your client’s job as simple as possible.

• A dedicated helpline for employees and great service from our specialist teams every step of the way.
• A simple and secure online application method to cover all scheme members.
• A wide choice of over 300 funds and access to more than 40 fund managers

• Individual plans for members that they can manage online – including monitoring details of their funds and switching between funds via Manage your account.

With specialist teams on hand to support you, we’re there to ensure there’s a seamless process for you and your clients to set up our Trustee Buy Out Plan.