The Retirement Account Dashboard Registration Form

This page is designed for Advisers, Paraplanners or Administrators to register for the quote system and dashboard.

Advisers will need their IRN (individual registration number) with the FCA. Paraplanners or administrators will need your FRN (firm registration number) with the FCA.

If you are unsure what these are please visit the FCA register.

If you've already received a passcode for the quote system and dashboard then please click here. If you haven't you’ll need to complete the registration form and we’ll be in touch by email with your login details. 

Already registered? Click here to log in

IMPORTANT NOTE

For a short period, some new product features will not be available or be fully displayed for quotes, applications or policies online via The Retirement Account Dashboard. Any quotes benefiting from these features will not appear on the online dashboard.

If you wish to take advantage of any of the following new features, please call our customer services team on 0800 032 7689.  

  • Facility to make pension contributions
  • Periodically crystallising pension funds
  • Ongoing adviser fees charged as a fixed monetary amount
  • The option at quote stage to set funds to auto-rebalance (automatically adjusting a portfolio back to its target asset allocation)

Where possible personal company email addresses should be used (i.e. firstname.lastname@myifa.com)


Registration form

If you have any concerns please contact our Customer Services team on 0800 032 7689.

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.