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  • During your client meeting - Royal London for advisers

    ...of the financial sums you need to know to work out the sums assured. Collection date calculator Check when your clients can expect the first three premiums to be collected for their plan. Definitions search tool Use this tool to search our current definitions as well as past versions to check what we cover...

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    Tools and support

  • Is now a good time to be discussing protection? - Royal London for advisers

    ...of tools, from sales aids and approach letters, which are specifically aimed at mortgage clients as well as our of range calculators, including an affordability calculator. This could be the ideal time to revisit certain mortgage clients to discuss their protection needs as they might find things...

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    Blog

  • Don’t put off to tomorrow what you can do today - Royal London for advisers

    , from sample approach letters to help you reconnect with your mortgage clients to tools and calculators to help you overcome client objections. And don’t forget, our tailored marketing solutions site has a suite of sales aid and posters specifically aimed at mortgage clients. So next time you find...

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    Blog

  • Use our protection tools - Royal London for advisers

    ...of protection for you to add to your own letterhead. Marketing studio Design your own objection handling sales aids with our unique and simple-to-use e-business tool.  Business protection planner Whether you’re familiar with business protection or just getting started, you'll find tools and tips...

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    Tools and support

  • Use our equalisation calculator - Royal London for advisers

    ...will receive. You can use this calculator for businesses with up to 10 owners and once the calculation is complete you can leave a copy with your client. How to use this tool. Type in your client's business name and then select from the drop down box the number of partners or shareholders covered. You can...

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    Calculators

  • Tools that you need, when you need them - Royal London for advisers

    Tools that you need, when you need them 29 November 2018 We’re committed to making it easier to do business with us. So we’re always looking for ways to make our award-winning service even more straightforward for you and your clients. Part of that is making sure you have the tools that you need...

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    Information and guidance

    Tools

    Tools and support

    ...

  • Why choose Royal London for protection - Royal London for advisers

    ...can be confident you’re building a protection plan as individual as they are. With a range of sales tools, support and personal service, we’re dedicated to helping you provide the tailored service your clients value.   And our Helping Hand service gives your clients access to tailored practical...

  • How do you choose the best online service? - Royal London for advisers

    ...including: Overall functionality and design (including mobile) Ease of transaction/business processing tools Online product tools and literature Flexibility of charging options Innovation ( including platform, apps, portal, tools) If you were one of the advisers that voted for us then thank you...

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    Blog

  • Taking your first steps into the world of social media - Royal London for advisers

    ...of tools available (online, where else?!) to help you get started, and by taking a few small steps you’ll find yourself opening your business up to a whole new market. To begin with, you’ll need to consider why you’re using social media.  Are you hoping to build your client base, interact...

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    Blog

  • Inheritance tax calculator - Royal London for advisers

    Inheritance tax calculator Calculates any potential IHT liability based on your client's assets and liabilities.   Assets Value of main home/residence £ Other property (second home, holiday home, business property / land, etc.) £ Cars, boats or caravans £ Household contents / personal effects £ Antiques, jewellery, art and / or...

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    Calculators

  • Affordability calculator - Royal London for advisers

    Affordability calculator Understand your clients' spend and budget. This calculator can help you to understand your clients' regular financial commitments. Property costs Cost per month (£) Mortgage/rent Council tax Home insurance Home maintenance/improvements Gas boiler maintenance Utility bills Cost per month (£) Gas Electrici...

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    Calculators

  • Use our lifestyle calculator - Royal London for advisers

    Lifestyle calculator Understand your clients' spend and budget It may seem a strange question. But think about it. How much does a coffee cost these days - £2.50 or a little more maybe? And how often do people pop into their favourite café for a tall skinny latte or a cappuccino? Take a look at the list below. They are things pe...

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    Calculators

  • Business protection calculator - Royal London for advisers

    Business protection calculator This calculator will help you to decide on an appropriate amount of cover for a key person. There are many ways of arriving at the value of a key person, and each situation has to be viewed individually. You should consider the effect of the loss of the key person on the business and take into acco...

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    Calculators

  • Business protection decision tree - Royal London for advisers

    Business protection decision tree This tool will give you possible business protection solutions based on a client's business structure and the purpose of the cover. What is the business structure? What is the purpose of cover? What is the purpose of cover? Click on an answer below 1 Sole trader 1...

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    Calculators

  • Collection date calculator - Royal London for advisers

    Collection date calculator You can use this tool to check when your clients can expect the first three premiums to be collected for their plan. You can check up to 10 plans for each client. We know that your clients might need to plan for an increase in their monthly outgoings once their plans...

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    Tools

  • Before your client meeting - Royal London for advisers

    Before your client meeting Checks you can make to help get the most out of your meeting. Good parent portfolio We can help you give your clients advice on the things that can go with the protection sale – trusts, wills and guardianship. Find the right trust Use this tool to help you identify...

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    Tools

  • Back to work? - Royal London for advisers

    ...and the Government if they couldn't work or the impact the loss of income would have on their household and lifestyle. Lack of awareness and understanding puts this quite far down the list of household priorities with purchases like broadband taking priority.5 Campaigns like 7 Families and marketing tools...

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    Blog

  • Selling protection to millennials - Royal London for advisers

    ...decisions. They want to get to know you BEFORE contacting you and by the time they do, they’ll have done a significant amount of research on you using their social networks and other online tools. One of your goals is to make ‘getting to know you’ easier for them. Don’t tell millennials what they need...

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    Blog

    Tools protection

  • Talk about trivial spending habits - better protection conversations - Royal London for advisers

    ...five of our Better Protection Conversations blog series looks at how to help customers set a protection budget. READ MORE At Royal London, we’ve got a great tool you can use with your clients. It’s called the lifestyle calculator and allows you to have this very conversation. Because it’s...

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    Personal

    Tools and support

    Tools protection

  • The protection budget - better protection conversations - Royal London for advisers

    The protection budget - better protection conversations Vincent O'Connor 11 February 2019 Part five of our 'Five top tips for better protection conversations' series - agreeing the protection budget. I’ve already talked about a typical mortgage client in terms of their enthusiasm level when you first meet them. If they’re a firs...

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    Personal

    Tools and support

    Tools protection

  • Use our pre-sale underwriting tool - Royal London for advisers

    Pre-sale underwriting tool Get accurate indicative underwriting decisions at the touch of a button. Pre-sale underwriting tool Use your existing online service login, or register as a guest to get started. Log In We’re committed to making it easy to do business with us. That’s why we’ve created...

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    Tools protection

  • Approach letters (whole of life) - Royal London for advisers

    Approach letters (Pegasus Whole of Life) Download our approach letters for Pegasus. pegasus - approach letter All the material has been approved by Royal London's compliance team. You should however make sure that your own compliance department approves the versions you're using. Last updated: 19 May 2016...

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    Tools protection

  • Shareholder & partnership protection - Royal London for advisers

    Shareholder & partnership protection All the reasons why for shareholder and partnership protection Simply click on a topic from the list below and it will appear in a box at the bottom of the page. You can then highlight any sections you want to use and copy and paste them into your own documents. Introduction please select Int...

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    Tools and support

  • Backwards and Forwards - Royal London for advisers

    ...of protection. And while providers labour to develop better, pioneering products they also need to consider the new hooks that will convince more customers protection is a necessity, and design new tools to make the sale easier for advisers. We’re looking forward to welcoming 2017. Source : 1 – Hannover Re...

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    Blog

  • Opportunities - Royal London for advisers

    ...talk to your sales consultant to find out more, or use the tools in our business protection planner.  Our business protection guides can also give you more useful hints and tips for setting up business protection plans. Segmenting your client bank You probably already have clients with business...

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    Business

  • Good parent portfolio - Royal London for advisers

    ...your plan in trust could also mean considerable inheritance tax savings? Supporting you with the sale We've got you all the tools you need to put protection plans in trust, like our trust chooser and approach letters. Glossary of terms Useful downloads Re-approach letter for existing clients Request...

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    Good parent portfolio

  • Reasons why (whole of life) - Royal London for advisers

    Reasons why (whole of life) To help you explain the reasons for recommending a Royal London Whole of Life policy, we've produced various paragraphs that describe our company and the features and benefits of the product. Introduction please select Pegasus Whole of Life Plan Type of cover please select Life Cover Waiver of Premium...

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    Tools protection

    Whole of life

  • Approaching income protection - Royal London for advisers

    Approaching income protection Watch our adviser films and find out how they approach the income protection conversation.     The value of income protection             Approaching the conversation             Target audience             Objection handling             Helping Hand             Claims experience           View thes...

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    Tools

    Income protection

  • Reasons why (personal) - Royal London for advisers

    Reasons why (personal) To help you explain the reasons for recommending a Royal London Personal Menu Plan, we've produced various paragraphs that describe our company as well as the features and benefits of our products. Why Menu Personal Menu Plan Life Cover Critical Illness Cover Life or Critical Illness Cover Children's Criti...

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    Reasons why

  • Reasons why (relevant life) - Royal London for advisers

    Reasons why (relevant life) All the reasons why for relevant life policy Introduction please select Introduction Type of cover/method of payment please select Level Life Cover Increasing Life Cover Decreasing Life Cover Method of calculation please select Multiple of salary/remuneration Setting up the plan please select Life of...

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    Relevant Life

    Reasons why

  • Approach letters (relevant life) - Royal London for advisers

    Approach letters (relevant life) Download our approach letters for relevant life. Relevant life policy - accountant Relevant Life Policy – client All the material has been approved by Royal London's compliance team. You should however make sure that your own compliance department approves the versions you're using. Last updated:...

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    Approach letters

  • Approach letters (personal) - Royal London for advisers

    Approach letters (personal) Download our approach letters for personal protection Become a trustee approach letter Could you afford to keep your home if you became critically  ill? Could you maintain your lifestyle if you couldn't work? How would you keep a roof over your head if you couldn't work because of illness or injury? I...

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    Approach letters

  • Approach letters (business) - Royal London for advisers

    Approach letters (business) Download our approach letters for business protection. Letter for HM Customs The need for business protection Business will (limited companies) Business will (partnerships) How exposed is your business borrowing? Loan cover - cut the cost Last updated: 19 Oct 2017...

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    Approach letters

  • Marketing studio - Royal London for advisers

    . Marketing studio guide Download our simple step-by-step guide to see how to register and use our marketing studio tool. Marketing studio animation Watch our short video for a quick overview of the marketing studio to see how it could help boost your business.   Share: Share: Last updated: 10 Aug 2018...

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    Tools and support

    Tailored Marketing Solutions

  • Approach letters - Royal London for advisers

    Approach letters Start talking to new clients We've got a range of approach letters for each type of protection - from general conversation starters to the specifics. You can pick the one that's most suitable for your client and cut and paste it into your own letterhead. You could even mix and match paragraphs to give a truly ta...

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    Approach letters

  • Find the right trust - Royal London for advisers

    Find the right trust Designed to help build your business This interactive page will help you choose the correct trust form for an individual client. Just make the selections that apply to your client and a box will appear at the bottom of the screen to let you know which form you should use.  Get Started Is the plan a Relevant...

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    Calculators

  • Helping Hand in action - Royal London for advisers

    ...strategies and practical ways to help Adam deal with his memory problems – like electronic organisational tools. She pointed Adam towards his local Headway – a charity that supports people who’ve been affected by a brain injury, like a stroke. They organised free extra speech therapy sessions at home after...

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    Helping Hand

  • Ask open questions - better protection conversations - Royal London for advisers

    Ask open questions - better protection conversations Vincent O'Connor 28 January 2019 Part three of our 'Five top tips for better protection conversations' series - asking open questions. In my last blog I talked about a simple idea that you can introduce into every protection conversation – the actual risk, chance and probabili...

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    Personal

    Tools and support

    Blog

    ...

  • Relevant life calculator - Royal London for advisers

    Relevant life calculator How much could a relevant life policy save your clients? This calculator allows you to show your clients the difference in the gross cost of providing their life cover through a relevant life policy taken out by their employer compared to a policy they would take out themselves.  All you need to do is en...

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    Relevant Life

    Calculators

  • Trusts are more versatile than you think - Royal London for advisers

    ...for you to do business with us. More than just a tax planning tool As an adviser, you’ve worked hard to show your clients how valuable protection can be. Protection needs are wide ranging, but I suspect all of your clients have one thing in common – they want the money to reach the right people...

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    Blog

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 royallondon.com.

The Royal London Mutual Insurance Society Limited is authorised by the Prudential Regulation Authority and regulated by the Financial Conduct Authority and the Prudential Regulation Authority. The firm is on the Financial Services Register, registration number 117672. It provides life assurance and pensions. Registered in England and Wales number 99064. Registered office: 55 Gracechurch Street, London, EC3V 0RL.