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Manage your policies simply and easily
Important information
The Retirement Account and the Select Account are now closed to new customers. Existing customers’ policies are not affected, and you can still access Adviser Connect and The Retirement Account Dashboard as usual.
Visit our product update page to learn more, or contact us for help with any queries.
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Home Finance
Home Finance Adviser Portal
Create new quotes and submit cases. To register, you’ll need to provide evidence of your equity release qualifications.
Adviser Connect (part of the Canada Life Portal)
If you’d like support with the Portal please call 0345 606 0708 or email adviserconnect@canadalife.co.uk
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Adviser Connect - Onshore
View bond valuations online (excluding bonds with a Discounted Gift Trust) or view Fixed Term Income Plans and Flexible Drawdown Plans.
Adviser Connect - Offshore
View bond valuations online (excluding bonds with a Discounted Gift Trust), transaction history, pending trades and more.
Register | Forgot your password
Note - you must log in via user name and email or Unipass (user IDs will no longer work).
Registration
Adviser Connect forms part of the Canada Life Portal. From this Portal you can also access The Retirement Account Dashboard using one single sign on.
Retirement
The Retirement Account Dashboard
Manage investments online - Learn more.
Registration
Registration – new users
The Retirement Account Dashboard* forms part of the Canada Life Portal. From this Portal you can also access Adviser Connect (UK and international bonds) using one single sign on.
Registration – for existing Adviser Connect users
Please click on register and follow process 2.
*Users who require access to the Model Portfolio Manager tool should complete a separate form.
Registration – for administrators
How to provide access to other Portal users within your organisation.
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Create new quotes and renew and manage your clients’ policies online.
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