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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
Look at the investment propositions we have created for your client’s individual and changing needs.
We have flexible and wide-ranging workplace savings solutions which are suitable for small to large schemes.
Explore Workplace Savings
See our well governed investment proposition, approaches and paths to retirement options.
Our intermediary protection product gives you a flexible solution to help meet your clients’ changing life and protection needs.
Whole of Life Cover
Life with Critical Illness Cover
Critical Illness Cover
Business Life Cover
Business Life with Critical Illness Cover
Business Critical Illness Cover
Relevant Life Cover
Quickly and easily see how we will cover your client.
Our annuity solutions range from Enhanced and Conventional Annuities for individuals to providing Bulk Annuities buy-in and buy-out solutions.
From cautious to adventurous, 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