Useful adviser tools

Explore all our available funds. See our price list, fund performance, factsheets and more.

A hub of helpful information, including policy and investment details and transaction and withdrawal histories.

This simple online tool helps you find the right trust for your inheritance tax planning needs.

View policy information for onshore bonds, create annuity and link bond valuations to your back office system.

Look at the benefits of setting up an offshore bond with the maximum number of segments.

Find out your average life expectancy, so that you can successfully plan for your future.

Quickly submit your switch and dealing requests with ease.

Find out the amount and percentage rate of income tax you’ll need to pay on any pension funds you withdraw.

See how much equity you can release from your property with our easy-to-use online tool.