Manage my account

Protection, Wealth Management & Investments and Retirement

To start writing business for our products, please fill out our terms of business form and send to the appropriate address displayed on the form. Please keep a copy for future reference. You’ll need to read our terms of business  before you complete the form.


Home Finance

To start writing business for our Home Finance products, you'll need to download and fill out the relevant form below. You'll also need to provide evidence of your equity release qualifications.

Forms:
New adviser registration
New firm registration
Network registration

Email your completed forms to us at: hf-applications@canadalife.co.uk 

Need further assistance?
Go to our Contact Us page.

Visit our adviser services page to log in to our Investing, Protection, Retirement or Home Finance online portals.

Go to adviser services

Need further assistance?
Go to our Contact Us page.

Get in touch with one of our customer service teams for advisers and we’ll be happy to help. Our lines are open Monday to Friday, 9am - 5pm.

Policies beginning with '0001'
The Retirement Account customer services: 0800 032 7689

Policies beginning with ‘33’

London customer services: 0800 068 0212

Onshore investments
Potters Bar customer services: on 0345 606 0708 or +44 1707 651 122

Canada Life International
Isle of Man customer services: 0333 015 1382

Need further assistance?
Go to our Contact Us page.

Before you can provide Retirement Account quotes for your clients, you'll need to complete this registration form and have the following details to hand:

Advisers:
Please tell us your Individual Reference Number (IRN) assigned by the Financial Conduct Authority (FCA)

Paraplanner or administrator:
Please tell us the Firm Registration Number (FRN) assigned by the Financial Conduct Authority (FCA)