Support and tools

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

Retirement savings

Online client servicing

Our team will respond to simple information requests and queries about our Investment and Retirement savings products within 48 hours.

Pension freedoms customer journey

Find information about how we talk to our customers who want to access their pension pots and what literature they receive.

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.

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.

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.

Rethinking annuities

In a series of videos, Emma Byron; Managing Director, Andrew Newman; Chief Operating Officer and Jon Scannell; Distribution Director talk about annuities in retirement planning.

Retirement lending

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.

Valuation guide video

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

Marketing templates

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

Customer testimonials

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

Lifetime mortgage animations

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