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Use fund name, code or other filters to find the fund you need.
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've refreshed our tool kit to make them smarter and easier to use.
Our tools can help you present your best ideas for your clients. They save you time and paperwork with reviews. They bring greater clarity to the service you provide.
Our tools help you show how we can add value to your clients’ propositions. They save you time and paperwork with applications. They provide the ideal support for our products.
Find funds, make calculations and review income potential.
Use our time saving, client educating protection tools.
Calculate offset savings and see how much we can lend.