Resources to help you grow and manage your business
On this page you can download a wide range of marketing templates and materials designed to help you improve your marketing approach.
You can deploy white-label services, such as the free retirement and lifestyle planner, which can be used to improve relationships with clients, and spot opportunities for new leads.
How our resources can help your firm
Our resources have been designed to help you identify and reach new leads more effectively, showcase the benefits of your firm's advice, and more.
With ready-made marketing templates to promote your firm across many online channels.
Grow your business
With our free retirement and lifestyle planner service and resources.
Work with us
With marketing materials relevant to Royal London's products, services and benefits.
With best practice tips to promote your firms through email and social media.
With case studies that show examples of how to plan and run marketing campaigns.
Resources to support you
Our retirement and lifestyle planning service tells you more about the situation and needs of potential clients.
You should check with your own compliance department to see if you need approval before using any of the marketing templates.
Grow your business: resources to find and convert leads
Deliver value for your clients: resources to support existing client conversations
Do business easily: marketing guides and top tips
Other resources and support
Tools and calculators
Our tools and calculators can help you save time, approach new clients and build stronger relationships with your existing clients.
Client review service
With just a few simple clicks, you can create branded, visual reports which delve further into the ongoing performance of your client's plan - and their outlook for the future.