To help you provide an efficient service to your advised clients, we've identified which Royal London application form they'll need to complete depending on their type of plan and what they want to do.
Our new At Retirement tool will help you establish what income your client needs in retirement and demonstrate the options available to meet their needs.
There's some confusion about what's happening, when and for what type of business so we've set out a simple comparison to help.
Read about the changes we've made to our illustrations and how they affect your clients.
Creating a good impression with your clients, by capturing everything you need to look after their existing plans upfront, will help strengthen your relationship longer term.