Looking after your client’s financial wellbeing

As a mutual, we’re committed to helping customers look after their long-term financial interests and we’re doing more by offering extra support through our new financial wellbeing content.

Support at the touch of a button

From supporting financial wellbeing issues to tips on reducing bills, our new engaging podcasts, topical articles and helpful guides are designed to give customers the support they need.

And it’s all available through our app and online.  

We’ll continue to support customers by adding more material as frequently as we can.

A gentle nudge from us

We’re keeping customers up to speed with important activity on their plan through our push notifications. We’re also pushing timely notifications, like letting them know when we’ve paid ProfitShare (to our eligible customer’s plans).

Everything we’re doing to support customers reinforces the need for financial advice – and we’ll always point your clients to you when they need a deeper conversation.

Getting connected

If your clients haven’t already downloaded our mobile app, they’ll find it on the App Store and Google Play. They can login with their online service details, or if they aren’t registered yet the app will guide them through a short set up process.