As a mutual, we can take a long-term view while focusing on delivering value and good financial outcomes for all your clients – through tailored, flexible propositions.
Helping you deliver value for your clients
From our range of flexible products to our additional features and support, we can help you build a suitable proposition that meets the specific needs of your clients.
Help boost your clients' savings
Since we made our first ProfitShare award in April 2017, we've boosted customers' pension savings every year. In 2023 we shared £155 million of our profits with eligible customers.
ProfitShare isn’t guaranteed.
Access digital support and guidance
Your clients can achieve better outcomes with easily accessible financial wellbeing and protection support and guidance.
This free, high quality practical help is available through a mobile app or online.
It complements your client proposition and highlights the value of your advice.
Sophisticated investment solutions without expensive extras
Help deliver long-term value for your clients through our range of multi asset portfolios.
And you don’t have to worry about ongoing governance – it’s included as standard at no extra cost. Let us do the heavy lifting for you.
Build the right pension for your client
Pension Portfolio is packed with value – offering great flexibility, an integrated drawdown facility and access to a wide range of multi-asset solutions.
Sophisticated multi-asset solutions
The Governed Range is a suite of multi-asset portfolios and strategies that offers active management and robust governance at no extra cost.
Flexibility of Menu Plan
Build a flexible protection solution to support your clients’ big life events, from marriage and divorce, to moving home.
Give clients a Helping Hand
Make your advice stand out and help clients maintain their health and wellbeing with our Helping Hand support service.
Start cover immediately
We can start your client’s cover immediately while we wait for extra information - so they have peace of mind knowing they’re protected from day one.
Client solutions with value-added benefits as standard
Support your clients when they need it most with our range of flexible protection products.
Personal pension solutions
Help clients build a brighter financial future with our personal pension - it can be tailored to suit their needs now and in the future.
Help deliver good outcomes for clients and their employees with our workplace pension.
Getting to know you
Arrange a call-back from a member of our team to learn more about how our people, solutions, and tools can support your business and clients.