This site is for financial advisers only, Click here for the consumer site.


Literature & support

We have a long history of supporting financial advisers and we recognise that, for you, the most important relationship that you have is with your client. That’s why we want to be a true business partner, backing up for your business in every way we can.

Widely recognised to be amongst the best in the industry, our adviser support services are there to provide you with a personal and dedicated service. Throughout the year, we run adviser seminars across the UK - regional business updates, fund manager presentations and master-classes from our experts. We also provide support helping you prepare for, and pass, your key exams.

We develop our business tools and user guides to make your life easier and, of course, provide you with our latest literature library.

Our dedicated retirement hub Life2: Redefining Retirement will give you a lots of information and support material specifically focused on retirement planning. We have also created a customer-facing version to help your clients better understand the importance of retirement planning.

Our popular web-based investment publication ‘Informer’ lets you search real-time fund stats, create fund ‘watch lists’ and prioritise the articles and topics that matter most to you. Informer is also home to ‘KnowledgeDirect’, our dedicated technical financial planning resource.

What next?

Financial Adviser Verification