For intermediaries only

Welcome to April's Latest News.

We're really excited this month to let you know about our revamped online service for Personal Protection and Whole of Life that launched Monday 16 January 2018, it will make things so much easier for you. 

In addition, a hot topic this year has been the Markets in Financial Instruments Directive (MiFID) II. This month we keep you up to date by giving you some information about the European MiFID Template (EMT) that was introduced so fund managers can provide consistency in the fund information you receive.

Our salary sacrifice and inheritance tax (IHT) calculators have also been updated, so you can access the new versions below. Why not save the links to them as favourites so you've always got these tools to hand? Plus, we're continuing our support of the Paraplanners Powwow this year.

Read on to find out more details on these.

Discover our faster, smarter online protection service

We’ve launched our new revamped online service for Personal Protection and Whole of Life - making it quicker and easier to apply for protection.

Find out more and access all our support material (for our improved protection service)

Platform tip of the month

When submitting a new business application, please remember to 'Validate nationality' when entering personal details. If you don't do this it won't be recorded on our back office systems and may cause a delay when placing trades.


In the news