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This website is intended for financial advisers only, and shouldn't be relied upon by any other person.
If you are not an adviser, please visit our customer website.
On this page, you'll find quick links to our online service, pension and protection forms, client engagement materials, and our Business Support Unit.
Our pension forms and submission portal and online service, all in one place.
Get quick access to our services and support, including underwriting, case management and details on how to make a claim.
This service is available for pensions and protection, giving you full visibility and control over your clients' plans and policies.
Our support hub is full of guidance and resources to help you continue to meet the Consumer Duty requirements and deliver good client outcomes.
Our engagement materials can give you the right information to support your client conversations on various subjects.
We offer expert guidance on the industry's leading third-party advice systems and portals, with support from a dedicated business manager.
We're here to support you. If you need help, get in touch - you can expect to deal with real people at every stage.