Our people are driven by a passion to help grow your business and deliver value for your clients - and they’ve got the backing of the UK’s largest mutual life, pensions, and investment company to help them do it.
That’s a little different.
How we help you and your clients
As a mutual, we’re owned by customers – not shareholders or investors. We design products and services to help customers build financial resilience for the long term.
And, as a champion of impartial financial advice, we design services that support your advice and help you deliver lifetime value for your clients.
Learn about a mutual partnership with Royal London
Our teams of experts have designed our products, tools and services with your needs in mind, to help you deliver good outcomes and build financial resilience for your clients.
Grow your business
We can help you identify and meet the long term needs of prospective and existing clients.
Deliver value for your clients
Our flexible solutions can be tailored to deliver value and suit the needs of your clients.
Do business easily and efficiently
Build efficiencies into your processes with digital journeys and end to end support from real people.
Hear from our people
Meet some of our experts, who explain how we can help you grow your business, deliver value for your clients, and do business easily and efficiently.
Grow your business
Learn more about how our resources and support can help you make the most of new business opportunities.
"My team builds ongoing relationships with advisers. We want to understand your long-term business needs so we can help you to grow and deliver the best outcomes for your clients."
Michelle, Regional Distribution Manager
Transcript
My team builds ongoing relationships with advisers. We want to understand your long-term business needs so we can help you to grow and deliver the best outcomes for your clients.
We do that by using our tools to help you identify growth opportunities, providing you with actionable insights. And we can even help spot potential vulnerabilities.
Our job is to make sure you have time to focus on the things that make a positive impact on your clients and your business.
Deliver value for your clients
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We're a mutual, so we don't have shareholders to keep happy. Being mutually responsible drives everything we do for our customers and members. We're committed to helping build financial resilience for your clients.
My team design products to help do just that. And with flexible propositions, we strive to give your clients more than they might expect from a product provider. We're able to bring your clients financial wellbeing support for workplace pensions customers and Helping Hand for advised protection customers, at no extra cost.
Explore the value that our flexible products and services offer to your clients.
“We take a flexible approach to propositions and products that can be tailored to your clients’ needs, now and in the future.”
Emma-Jane Curtis, Product Owner
Do business easily and efficiently
Find out how our expert teams, sophisticated tools and range of support can help save time and effort.
“Our teams work with advisers all day, every day, and spend time getting to know your business inside out.”
Rajinder Singh, Case Manager
Transcript
I'm here, in fact we’re all here, to make sure you and your clients get excellent service.
A combination of fast digital access and dedicated support from experts. Together, with efficient processes designed with your business in mind, our teams work with advisers all day, every day, and spend time getting to know your business inside out.
This powerful combination of resources and technical knowledge can help you easily deliver on meeting your clients’ varied needs. Which is pretty cool, if I do say so myself.
Transcript
My dedicated team offers one to one service, so with us your clients are in safe hands.
Your clients won't get automated responses, we offer real people with real experience to guide them through the switching process.
Whether employers need support and training to run their scheme, or if they have any questions. We're here at every step to make sure they feel confident.
“Your clients won't get automated responses, we offer real people with real experience to guide them through the switching process.”
Amie, Implementation Manager
Client solutions with value-added benefits as standard
Learn more about the flexibility of our solutions and their benefits, so you can find the right solution for the needs of your clients.