Adviser support

Here’s where you’ll find everything you need to make sure you feel better equipped to help your clients. Whether it's client sales aids, videos, upcoming workshops or calculators, we hope these tools can help explain difficult concepts simply.

Take a look for yourself:

Document library - Everything you need in one place. Key features, applications, administrative forms and guides. A complete repository for all our forms and documents.

Videos - See our range of customer videos that can help your clients understand how Retirement Advantage can help make the most of their retirement assets.

Tools - Here’s where you’ll find our Pension fund withdrawal tax calculator and our Equity Release KFI Generator (and watch out for our new ‘discover your options’ tool later in the year). 

Funds - Whether it’s pricing information, performance data or more general information on our fund range, you can find it all here.

Blog - Our blog is updated regularly and contains topical information on financial matters and broader lifestyle issues.

Reports - Request or download our latest reports 

Events - Check out our forthcoming seminars, workshops or webcasts providing informative insights and information on important tissues.