Financial adviser confirmation

This area of our website is designed for financial advisers and other financial professionals only.

If you’re a customer or employer please select Homepage below and choose the relevant area of the website.  We’ll only ask you to do this once on each device you access our website on.

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Tools and calculators

Designed to make advising your clients easier.

We provide a range of tools to help you with research and asset selection to complement and enhance your service proposition. 

Tools for your workplace clients

We’re committed to making your client’s workplace scheme easy to manage. We’ll provide you and your client with the support and tools to make scheme management simple. From an automated auto-enrolment service to real-time member data, we have the tools to help you and your client get the most out of the scheme.  

Find out more about our tools and services available to help make you and your client’s life easier. 

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Technical zone

Find all of our technical content in one place, including articles, guides, case studies and links to our comprehensive range of in-depth technical FAQs.

Visit our Technical zone