Articles

Supporting you with tools, information and guidance.


Global term

Trust tools

The Protection Trust Deed - Enables you to put your clients' policies in trust.

Trust guidance notes - Informs you of the benefits of putting your clients' policies in trust and how to set one up.

Tools to use with your clients

Protection calculator - Complete this interactive table to calculate how much cover your clients might need to financially protect themselves and their loved ones.

Managing Volatility

Tools to use with your clients

Lead generation letter - For you to print off and use with clients who may be uncertain about investing at this time. 

Retirement funding

Tools to use with your clients

Lead generation letter - For you to print off and use with clients who may be considering retirement planning.