Please note: Adviser Connect will be unavailable between 19:00 and 23:00 Thursday 5th December due to essential maintenance updates.

The Retirement Account - Dashboard

The Retirement Account quote system helps you generate quotes quickly and easily for clients.

  • Create, store and easily find quotes and illustrations
  • Track the status of select complete and incomplete quotes, applications in progress and active accounts online
  • Create multiple quotes to illustrate different scenarios to your clients without re-inputting their data
  • Recall previous quotes and obtain updated rates 
  • Facility to make pension contributions
  • Periodically crystallising pension funds
  • Ongoing adviser fees charged as a fixed monetary amount
  • Set funds to auto-rebalance (automatically adjusting a portfolio back to its target asset allocation)

Existing users

If you've registered for the Dashboard in the past, you'll need to re-register, as we’ve developed a new online system to support the enhancements we’ve made. 

Click on Request Access to re-register.

We apologise for this inconvenience, but believe the greatly increased flexibility justifies the small amount of time it will take you.

Quotes completed via the previous version of the Dashboard will not appear on the new Dashboard, although they will still be accessible by our Customer Service and Sales teams until their expiry date.

 Retirement Account Adviser Quote System & Dashboard

Existing log in

 Request Access to the System

Request access

If you need support with this system, please call us on 0800 032 7689.

Useful links

The Retirement Account
The Retirement Account Protected Funds
The Retirement Account Funds
Related Documents

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 and the Prudential Regulation Authority.