The UK’s only awards scheme to showcase business leadership, financial advice, paraplanner and other colleagues for excellence in supporting vulnerable customers.

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With Just For You Lifetime Mortgage medical underwriting, six in 10 people could borrow more, or get a better interest rate to reduce their borrowing costs.

And you can deliver a personalised, tailored solution to every client.

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Our new groundbreaking retirement income solution enables you to offer clients guaranteed income for life within a SIPP, where you do business - on platform.

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We've worked with SOLLA to update the vulnerability online training module.

It's free, interactive and includes new sections reflecting recent FCA publications, cognitive decline and the impact of coronavirus. 

Use it to benchmark and boost your knowledge.

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Our tools can help you design personalised lifetime mortgage solutions that match clients' needs.

How much money could your client release from their property and what options might suit them?

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This new document library makes it easier to find documents that will help you learn more about our products and services, and explain them to your clients.

If you would like direct access to the Retirement Health Form, simply click here.

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Our guaranteed income solutions offer your clients stable and secure income in retirement - giving them the peace of mind that their income is guaranteed  for as long as they live.

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Designed to help you identify the most appropriate solutions for your clients as you advise them throughout their retirement journey.

How long could they need an income in retirement for? How much tax might they pay on a lump sum from their pension?

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Recognising the role of paraplanners in the financial advice process, this page gives quick links to information that may be helpful.

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From providing peace of mind with a guaranteed income that can be used either on its own or as part of a blended solution to releasing equity, we can help with your client's at-retirement solution.

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