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working with us

Our Commitment to you

The majority of our business comes from professional financial advisers. We are totally committed to working closely with you.

We fully understand that if we are to work together successfully then we must provide a level of service that is consistent with your own high standards. So, we apply the following principles in order to ensure a successful relationship with you and your clients:

  • Designated Business Account Manager to work with you, supported by a dedicated Adviser Support Team.

  • Regular Technical and other useful updates from our team of technical experts through E-newsletters and the Technical Help and Support section of our dedicated Adviser Website.

  • SIPP Illustrations - available online through our Pension Illustration Service for transfers-in, contributions and income drawdown.

  • Annual reviews for all your clients at no extra cost




Please note that this section of our website is designed for professionally qualified financial advisers and their staff. It should only be accessed by them and is not intended to be accessed by private individuals and should not be relied upon by them without first obtaining appropriate advice.

If you are not a financial adviser please return to the client section of our website by clicking here now.