1. Home
  2. Product support
  3. Client engagement support

Client engagement support

These comprehensive resources can help you communicate the benefits of our products, explain how they work and support your clients in making a confident decision.

Pension conversations

Let us help you manage those important pension and retirement conversations.

Pension conversation resources

Protection conversations

We’ve made it easy for you to put forward a case for protection.

Protection conversation resources

Investment conversations

Our resources can help you enrich your conversations with clients, assess their needs and recommend a suitable option.

Investment conversation resources

Adviser to client marketing toolkit

Download a range of templates and resources designed to help you improve your marketing approach.

Find out more

Tools and calculators

We have a range of tools that can help you manage your clients' products, reduce admin and save time.

Find out more  

Literature library

We have a library of product information, application forms, case studies and more to support your client management.

Browse our literature  

Contact us

We're here to support you. If you need help, get in touch - you can expect to deal with real people at every stage.​

Get in touch