Face-to-face business development support
Our face-to-face business development services include product and proposition support business consultancy, training, sales seminars and technical support.
Find out more.
They can assist you in all aspects of our online services – from using our CGT calculator, to fully implementing our platform.
Tailored support, to really propel your business.
Contact the Platform Specialists.
Sales Support Centre
We are committed to developing a strong relationship with you. To help sustain this relationship, our telephone support teams are focused on supporting your business through all stages of the investment process from pre-sale support through to policy servicing and maintenance. Our dedicated, centralised teams can help with the quote and application process, as well as dealing with literature and product queries.
Contact the Sales Support Team.
Stay on top of the latest news, read the experts' reactions and access technical support – all through informer.
You can find archives of the printed Informer and our monthly fund stats PDFs here.
Knowledge Direct is our technical resource dedicated to providing financial planning support. Access all our technical planning articles, covering a range of topics including; pensions, trusts and personal investments and taxation, through Knowledge Direct.
Online tools and literature
Take a look at our adviser resource library for literature, videos, and our comprehensive suite of smart adviser tools to support you in your advice process - including a chargeable gain tool for bonds.
Trusts & Technical Solutions Helpdesk
Our Trusts & Technical Solutions helpdesk provides valuable service to advisers providing support on technical matters in relation to pensions, trusts and taxation as it relates to our products.
Contact us on 02380 726 010.