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.
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Help boost your clients' savings
Since 2017, we've shared over £1 billion of our profits with qualifying customers. In 2024 we're sharing £163 million of our profits with eligible customers.
ProfitShare isn’t guaranteed.
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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.
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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.
Client solutions with value-added benefits as standard
Protection solutions
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.
Workplace solutions
Help deliver good outcomes for clients and their employees with our workplace pension.