Our tools and resources will make it easier for you to help your clients.
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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.
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.
Professional connections marketing templates
Download useful templates for letters and emails to help save you some valuable time while you build your business.
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.
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
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.
Case studies
We’ve created two case studies to show how a Lifetime Care Plan can help your clients.
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Lifetime Mortgages
Our tools and resources for your lifetime mortgages sales process.
Later Life Mortgages Portal
Produce KFIs and applications in the same place, track each stage of the process online, and avoid the need for exception KFIs.
Key resources
Our services for you to use when selling one of our Lifetime Mortgages.
Lifetime mortgage calculator
Demonstrate how much your client may be able to borrow with our Lifetime Mortgages.
Marketing templates
Download useful templates for posters, letters and emails to help save you some valuable time while you build your business.
Valuation guide video
We've created a short video to help you explain the valuation process to your client.
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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 a RIO.
Affordability calculator
See how much your client can borrow with our affordability calculator.
Case studies
We’ve created a range of case studies to show how a RIO could help your clients.