What we're doing to help you

It’s essential to stay ahead of new developments. Our Adviser Academy supports your professional development in later life planning. It’s just one of the benefits we can offer you. Discover our range of CPD qualifying content, watch on demand videos, or take a look at our latest articles and insights. There are case studies to check out, too.

Our goal is to develop strong relationships with our advisers. That means making it easy to do business with us, and helping you create the right outcomes for your clients. In short, we want to help you every step of the way. We provide resources to help you build your business and support your clients.

 

 

 

Interested in building professional connections but unsure how to get started?

To help start the conversation we’ve created letter, email and LinkedIn InMail templates for you to edit and send.

Download templates

Meet our team

Our Retail Annuities distribution team specialises in helping advisers support their clients to achieve their financial goals in retirement.

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