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
We offer your clients a range of options, enabling them to be as involved in their investment as they want to be.
Personal Pension (Top-Up Plan)
Explore Individual Pensions
Strong multi-asset investment options to help you meet your clients' individual needs.
We offer a wide and flexible range of workplace savings solutions, designed to meet your clients’ different needs.
Explore Workplace Savings
We offer a wide range of investment choices from ready-made and fully-governed solutions through to highly bespoke options.
Our intermediary protection products have a range of different options to suit a variety of needs.
Life with Critical Illness Cover
Critical Illness Cover
Business Life Cover
Business Life with Critical Illness Cover
Business Critical Illness Cover
Relevant Life Cover
Find out how easy it is to access up to date information on your clients’ applications
We offer both Standard and Enhanced Annuities for individual customers and Bulk Annuities buy-in and buy-out solutions for defined benefit pension schemes.
From cautious to adventurous investment options, our Investment Bond gives your clients choice and flexibility.
We have a range of savings accounts for your personal and non-personal clients.
E-Cash ISA 3
Direct Transfer Account 2
1 Year Fixed Term Deposit Account
3 Year Fixed Term Deposit Account
Charity Deposit Account
Club and Association Deposit Account
Pension Fund Deposit Account 2
Find the rates for each of our products.
Our mortgage range has been designed with increased flexibility in mind, and includes products specifically for professionals.
See how Offset can make money work harder for your clients.
Our range of trusts are suitable for clients living in the UK, and offer opportunities to reduce inheritance tax.
Flexible Gift Trust (Discretionary)
Flexible Trust (Split Trust)
Fixed Gift Trust
Absolute Trust (Split Trust)
Relevant Life Cover Trust
Flexible Gift Trust
Fixed Loan Trust
Flexible Loan Trust
Fixed Discounted Gift and Income Trust
Flexible Discounted Gift and Income Trust
Revert to Settlor Trust
Discretionary Trust for OEICs