Useful adviser tools

Designed with you in mind

Promotion approved: 17/04/24

Fund centre

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

Learn more

Adviser connect offshore

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

Offshore portal

Find the right trust

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

Trust solution tool

Adviser connect onshore

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

Onshore portal

Life expectancy calculator

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

Try calculator

Investment account switch and dealing requests

Quickly submit your switch and dealing requests with ease.

Switch & Deal now

Pension tax calculator

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

Try calculator

Equity release calculator

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

Try calculator

Grow your knowledge and add CPD hours 

Develop your professional knowledge and skills with ican academy and find the right support from our industry-recognised experts.