COVID-19 SUPPORT FOR YOU AND YOUR CLIENTS

We are as committed as ever to helping people plan for a secure financial future. We continue to support both you and your clients throughout the impact of coronavirus and the changes that have resulted on our daily lives.

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FIVE STAR SERVICE AWARD 2020

Winning five stars for service shows our commitment to supporting your business. See how our five-star support could help you find new business opportunities.

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DOING MORE TO SUPPORT YOU AND YOUR PROTECTION CLIENTS

Supporting you and your clients with simplified critical illness definitions, strengthened support behind claims and supportive guidance, training and partnerships. 

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THE EXPERT SERIES

Our new Expert Series includes topical webinars, vodcasts and podcasts to help you navigate the changing market, both now and in the future.

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SUPPORT YOU CAN DEPEND ON

We are committed to providing you with all the tools and support you need and to help you identify the business opportunities. Visit our new individual retirement webpage for insight and guidance.

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MAXIMISING ANNUAL ALLOWANCES - SUPPORT FOR YOU AND YOUR CLIENTS

We’re here to support you, and your clients, when maximising annual allowances, including details of allowances, carry forward rules as well as useful guides, case studies, tools and calculators. 

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Latest Workplace Savings

Providing you with the latest news, research and expert opinion on Workplace Savings to support you and your clients.

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Techtalk Masterclasses

Watch the latest CII accredited Masterclass from our Financial Planning and Techtalk team.

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TechTalk

Helping you make the most of legislative change.

Read the latest editionabout the latest changes in legislation.

Investment Perspectives

Investment news and insight.

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Funds

Integrating ESG considerations – new climate transition fund

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Enhancements to our Pension Portfolio and Retirement Portfolio Funds

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Lifting restrictions on our property funds

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Find out about our ranges, fund news and more. 

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Read about our new Responsible Investment and Stewardship Framework

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Supporting your CPD

Our CII accredited courses support your structured CPD learning requirements.  

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How we can help online

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