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Supporting you and your clients
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ISA CASHBACK OFFER. LIMITED TIME ONLY!

A GREAT OFFER FOR YOUR
CLIENTS THIS ISA SEASON

Open to new and existing customers, we have a great ISA offer your clients can take advantage of in the run-up to tax year end. Transfer an ISA worth £100,000 or more to us by 31 July 2019 and we’ll make a cash payment of up to £1,000 to your client.

Terms and conditions apply.

Find out more

New fund centre

Our new fund centre allows you and your clients to easily access price and performance information on the funds we offer across our platform and life and pension fund ranges - including cost and charges information to help meet your MIFID II requirements. The new centre is easy to navigate and includes interactive elements, allowing you to compare funds against other funds and sectors.

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WealthSelect

WealthSelect

Create your own portfolios or benefit from our Managed Portfolio…

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Generation

Generation

Flexible and bespoke solutions designed to meet the retirement needs…

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Informer

Technical hot topics

Our dedicated technical support - Knowledge Direct.

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Protection

Protection

Protect lets you tailor insurance for your clients.

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Informer articles

Redemption bonds View

Offshore redemption bonds – helping to provide enhanced control and flexibility in IHT and generation planning

Offshore capital redemption bonds are growing in importance as advisers recognise the enhanced… 28 Mar 2019
Power of attorney View

Help your clients take control of their future – explain the benefits of power of attorney

When discussing your client’s needs, it is helpful to be aware of the benefits of a Lasting Power… 04 Mar 2019
Top-slicing relief View

Top-slicing relief – don’t shortcut the calculation

If you are feeling confused on how to calculate top-slicing relief on bonds, this article should… 22 Mar 2019
Myth Buster View

Shattering preconceptions and seeing offshore bonds in a new light

Many financial advisers have preconceived ideas when it comes to offshore bonds and the type of… 31 Jan 2019
The 10 year charge on trusts - three key tips for advisers View

The 10 year charge on trusts - three key tips for advisers

Financial advisers who recommend discretionary trusts to their clients have a fantastic opportunity… 08 Nov 2018
Appointing family members as trustees View

Appointing family members as trustees, what could possibly go wrong?

All too often, when clients set up a trust, they will appoint family members to act as trustees.… 12 Nov 2018
How parents could be risking their children’s inheritance View

How parents could be risking their children’s inheritance

Having worked hard to build their wealth, parents naturally want to protect it and see it… 26 Nov 2018
FCA pension transfer changes View

FCA pension transfer changes

Ian Browne, pensions expert, summarises the five main points of the changes from the recent… 22 Oct 2018
Helping clients overcome barriers to trust planning View

Helping clients overcome barriers to trust planning

Here we share some research which shows the three biggest barriers advisers face when recommending… 19 Oct 2018
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