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  1. Home
  2. Retirement
    • Helping you grow
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      • Retirement income
        • Pension Annuity
        • Options for Pension Annuity
        • Enhanced Pension Annuity
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        • Product overview
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        • Flexible Lifetime Mortgage
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        • Income Lifetime Mortgage
        • FAQs
        • Choosing the right lifetime mortgage
        • Eligibility
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      • Retirement Interest Only Mortgage
        • Product overview
        • Questions and answers
        • RIO or OPLM: a comparison
    • Adviser academy
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    • Support and tools
      Retirement income
      • Track My Apps
      • Annuities portal access
      • Holistic retirement income case study
      Lifetime Care Plan
      • Getting a quote
      • Livia case study
      • Mary case study
      Lifetime Mortgages
      • Key resources
      • Lifetime mortgage calculator
      • Marketing templates
      • Customer testimonials
      • Lifetime mortgage animations
      • Valuation guide video
      Retirement Interest Only Mortgage
      • Application process
      • Affordability calculator
      • Case studies
  3. Search
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Support and tools

Our tools and resources will make it easier for you to help your clients.

Retirement income

Track My Apps

Our unique and simple online tool that will help you follow the progress of your new business retirement applications from start to finish.

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Annuities portal access

Find out how to quote for our annuity products, how portals can support your business and what further training is available with us.

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A layered approach to retirement

This case study shows how Colin could layer multiple solutions together throughout his retirement to help him achieve his objectives.

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Lifetime Care Plan

This is our immediate needs annuity

Getting a quote

Find out more about our process and how to get a quote.

Find out more Find out more

Case studies

We’ve created two case studies to show how a Lifetime Care Plan can help your clients.

  • Livia case study Livia case study
  • Mary case study Mary case study

Lifetime Mortgages

Key resources

Our services for you to use when selling one of our Lifetime Mortgages.

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Lifetime mortgage calculator

Demonstrate how much your client may be able to borrow with our Lifetime Mortgages.

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Valuation guide video

We've created a short video to help you explain the valuation process to your client.

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Marketing templates

Download useful templates for posters, letters and emails to help save you some valuable time while you build your business.

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Customer testimonials

Our customers share their stories about why they chose us for their lifetime mortgage and how the money helped them.

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Lifetime mortgage animations

Our short animations are designed to give an overviews of lifetime mortgages to help with your client meetings.

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Retirement Interest Only Mortgages (RIO)

Application process

Find out more about our application process for RIO.

View our step to step guide View our step to step guide

Affordability calculator

See how much your client can borrow with our affordability calculator.

Find out more Find out more

Case studies

We’ve created a range of case studies to show how a RIO could help your clients.

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Multi-Pet Discount Terms and Conditions

This website is designed to give professional financial advisers information and tools that they can use to help control and develop their business and should not be relied upon by private investors or any other persons.

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