Adviser toolkit

Practical tools for your client conversations

Our range of calculators, sales aids and case studies are designed to support your client conversations.

Practical support for your client cases

Personalise protection with our tools and calculators for personal and business protection products.

Download our customer-friendly materials to support your client conversations on the need for protection.

See our latest claims payment record, and find out how to make a claim on our products and optional benefits.

Show your clients the financial and emotional impacts of protection with our real-life customer stories.

Our guide to trusts, including what trusts we offer, their individual benefits, and how to set one up for your client.