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.

Registration form

Are you a financial adviser, paraplanner or administrator?

The Retirement Account is written under pension drawdown legalisation therefore you (or the advisers you are working on behalf of) must be CF30 registered with the FCA and hold relevant qualifications to advise on this product.

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

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.