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, book to attend an event, 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.

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Supporting you with further learning.

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Insight and articles

See our latest news and insight for Retirement.

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Events

Find out more about the range of events that we're attending or hosting.

Join our events
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Marketing templates

We’ve created some useful templates for posters, letters and emails to save you some time and help you build your business.

Use our templates
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Awards

We're delighted to have received awards and recognition for our products.

See our awards
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Why choose us?

Established in 1836, we're one of the UK's leading financial services companies.

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Meet our team

Our Distribution team specialises in helping advisers support their clients to achieve their financial goals in retirement.

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Case studies

Case studies bring to life how different solutions can help your clients. Take a look at how you can use different products, alone or in combination with others, to meet each client’s needs.

Read our case studies