Our tools and resources will make it easier for you to help your clients.
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.
Getting a quote
Find out about our quote process and how to get a quote for our immediate needs annuity, Lifetime Care Plan.
We’ve created two case studies to show how a Lifetime Care Plan can help your clients.
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.
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.
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.
Find out more about our application process for a RIO.
See how much your client can borrow with our affordability calculator.
We’ve created a range of case studies to show how a RIO could help your clients.