We’re here to make it easy to do business with us. That’s why our teams of experts have designed our products, solutions, and services to help save you time, make your processes more efficient and reduce your business costs.
Making it easy to do business
Quick and easy digital journeys
Save time and reduce cost to your business by easily aligning your processes with our digital services. Securely submit applications online through our portal, track new business for pensions and protection and much more.
Technical expertise and guidance
Our 5 Star service (awarded at the 2023 Financial Adviser Service Awards) is built around your business needs. You always have access to a real person to help when you need it. As well as your dedicated Business Development Manager, you’ll have direct access to a team of experts from across the business.
Support to meet your Consumer Duty requirements
Our Consumer Duty support hub is packed with guidance and resources to help you meet the requirements now, and in the future. There’s practical support to put the Consumer Duty principles into practice through your day-to-day services.
Our award winning service
We’re here to help you do business easily and efficiently. So, I’m delighted that this has been recognised by advisers at this year’s Financial Adviser Service Awards.
As well as being awarded Company of the Year, we’ve continued our track record by winning five stars for the 15th year running for pensions and 10th year for protection.
Our excellent service and the passion from our people, plus the dedicated support from our experts is a winning combination that can help you make your day-to-day processes more efficient.
Extra support with our online service
Create new business illustrations, and access key information instantly through our online service, and track your pipeline business with our new business tracker.
Submit applications online
Use our digital pension submission portal to securely and easily submit personal and workplace pension forms online.
Your support network
Access real people when you need to - with a dedicated business manager and expert teams on hand to support.
Actively track client applications
Save time with quick, estimated decisions, pre-populated forms, and a clear, accessible dashboard to help you manage applications.
Support with a personal touch
Directly access underwriters with your questions and speak to named case managers who are ready to help your business run smoothly.
If a client has particularly high-value or has complex needs, our team is ready to provide additional support if you need it.
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.