Find out more
Use fund name, code or other filters to find the fund you need.
Watch the latest CII accredited Masterclass from our Financial Planning and TechTalk team.
See how you structure conversations about protection.
Let Offset make your clients' money work harder for them.
This site is designed and intended for UK authorised and regulated financial advisers and intermediaries only.
If you are not a financial adviser or intermediary, please visit our personal site
Focusing on you and your clients
HELPING YOU TO IDENTIFY BUSINESS OPPORTUNITIES
VIEW OUR PERSONAL & BUSINESS PROTECTION PRODUCTS
Register here if you are an FCA regulated business to look at your clients': pensions, investments, protection.
You can: check your clients' current values, manage savings funds, view your clients' personal details.
Our statistics & customer experiences, show support for your clients even when they’re not making a claim.
Explore our smart, efficient and flexible underwriting and how we support your clients.
Learn more about how our online and editable trusts can help with tax planning and get proceeds to the right people.
See how our protection can offer your clients more than just financial peace of mind.
Discover how our CPD content can help you build your knowledge and meet your IDD regulatory requirements.
Connect with the next generation of your clients' families and future proof your business.
Our tools and calculators help you review your clients' policies and show your clients how you can add value.
Take a look at our range of online services.
Industry news, research and expert opinions.
Scenarios, hints and tips to help introduce protection to your clients.
Discover how you can help your clients with their inheritance tax planning.
Online quotes, applications and case tracking.