Please note the M&G funds are priced as at 06/12/18 and will be updated on the 11/12/18 due to no price being issued.
We have rebranded Retirement Advantage products as Canada Life. Visit our Retirement Account and Home Finance pages.
Please be aware the Canada Life International offices will be closed from 9am Monday 24th December, re-opening at 9am on Thursday 27th December. Then closing from 9am on Monday 31st December and re-opening at 9am on Wednesday 2nd January 2019.

Wealth Preservation Account Literature

Planning Pack

Generic Platform Process Map

Key Benefits

Offshore Anti-money Laundering Guide

Offshore Bond Jurisdictions

Claims Experience

External Legal advice on the Wealth Preservation Account

Flexible Access

Comparison of Estate Planning Arrangements

Charges and Fees

Charges and Fees (Offshore - WPEA)

Recognition for Canada Life's Estate Planning Products

Draft Paragraphs for a Suitability Report

 

Quote Pack

To request a 'Quote Pack' please contact our sales team or our adviser support team via email or call on +44 1624 820 200.

 

A quote pack contains the following:

Policy Provisions - Offshore Estate Planning Solutions Designed for You

Charges and Fees

What you could Expect during the Life of this Investment

Flexible Access

Policy Segments and Anniversaries

The Role of the Trustees

Taking Money out of the Wealth Preservation Account

 

This website is for UK professional advisers only and is not approved for use by private customers.

Canada Life Limited is authorised by the Prudential Regulation Authority and regulated by the Financial Conduct Authority and the Prudential Regulation Authority.

Canada Life International Limited and CLI Institutional Limited are Isle of Man registered companies authorised and regulated by the Isle of Man Financial Services Authority.

Canada Life International Assurance (Ireland) DAC is authorised and regulated by the Central Bank of Ireland.

Stonehaven UK Limited and MGM Advantage Life Limited, trading as Canada Life, are subsidiaries of The Canada Life Group (U.K.) Limited. Stonehaven UK Ltd is authorised and regulated by the Financial Conduct Authority. MGM Advantage Life Limited is authorised by the Prudential Regulation Authority and regulated by the Financial Conduct Authority.