Support and tools
Our tools and resources will make it easier for you to help your clients.
Our team will respond to simple information requests and queries about our Investment and Retirement savings products within 48 hours.
Find information about how we talk to our customers who want to access their pension pots and what literature they receive.
Our unique and simple online tool that will help you follow the progress of your new business retirement applications from start to finish.
Find out how to quote for our annuity products, how portals can support your business and what further training is available with us.
This case study shows how Colin could layer multiple solutions together throughout his retirement to help him achieve his objectives.
Our case study tool helps illustrate some important considerations and the options available to clients. We use fictional situations to show a range of different scenarios to bring our products to life.
Our services for you to use when selling one of our Lifetime Mortgages.
Demonstrate how much your client may be able to borrow with our Lifetime Mortgages.
We've created a short video to help you explain the valuation process to your client.
Watch Rob Miles and Sadie Russell talking about the lifetime mortgage qualifications and the market.
Our customers share their stories about why they chose us for their lifetime mortgage and how the money helped them.
Our short animations are designed to give an overviews of lifetime mortgages to help with your client meetings.
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.