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Support and tools

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

 

 

  • Retirement income
  • Lifetime Care Plan
  • Lifetime Mortgages
  • Retirement Interest Only Mortgage (RIO)
  • Retirement income

    Our tools and resources for your retirement income sales process.

    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.

    Use the tool Use the tool

    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.

    Get a quote Get a quote

    Our application process

    We’ve outlined the key stages in our retirement income application process so that you know what to expect at every stage.

    View our step by step guide View our step by step guide

    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.

    Read our case study Read our case study
  • Lifetime Care Plan

    Our tools and resources for your immediate needs annuity sales process.

     

    Getting a quote

    Find out about our quote process and how to get a quote for our immediate needs annuity, Lifetime Care Plan.

    View our step by step guide View our step by step guide

    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

    Our tools and resources for your lifetime mortgages sales process.

    Key resources

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

    See our resources See our resources

    Lifetime mortgage calculator

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

    Use our calculator Use our calculator

    Valuation guide video

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

    Watch our guide Watch our guide

    Marketing templates

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

    Use our templates Use our templates

    Customer testimonials

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

    Watch our testimonials Watch our testimonials

    Lifetime mortgage animations

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

    Watch our animations Watch our animations
  • Retirement Interest Only Mortgage (RIO)

    Our tools and resources for your retirement interest only mortgage (RIO) sales process.

     

    Application process

    Find out more about our application process for RIO.

    View our step by step guide View our step by step guide

    Affordability calculator

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

    Use our calculator Use our calculator

    Case studies

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

    Read our case studies Read our case studies

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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