Wealth Management

Jurisdictions

As well as our domestic operation in the UK, our international business is based in the Isle of Man and Ireland, two of the world’s leading international financial centres which are renowned for quality financial products. Investor protection, financial ombudsman schemes and a strong commitment to international standards give investors real peace of mind.

Funds and Investing

Creating the right investment strategies to suit the individual requirements and circumstances of your clients is key. From carefully constructed fund ranges, which offer a wide spread of asset classes and countries to cater for various risk profiles, to open architecture, where the full universe of investment options is available.

Our dedicated asset management company, Canada Life Investments, is responsible for managing more than £35.7 billion (as at 31 December 2016). We have expertise investing in equities, fixed income and property, and offer a range of open-ended funds (OEICs) that cover UK and international equities and bonds, as well as multi-asset solutions.

There are a number of investment choices available to you and your clients including investing directly, or via a platform, as well as the option of using a Discretionary Fund Manager (DFM) if required. We have a number of well established links with DFMs, so whichever route you choose we can guide you through the process.

We also offer a facility for investment managers and family offices to create their own bespoke life funds which provides them with flexibility to manage a bespoke portfolio for specific clients.

Technical Support

We understand how important high quality, accessible technical support for advisers is, both in maintaining and generating business. We provide unparalleled support from our Technical Support Team, a combination of both office and field based staff with well over 200 years of industry experience between them. This experience and knowledge enables them to deliver technical services to you across estate planning, trusts, taxation, investments and pensions.

Service & Awards

We have experienced teams acting as dedicated points of contact for your enquiries relating to the UK as well as Isle of Man and Dublin operations. The teams offer a flexible approach aiming to deliver an industry leading experience. Our service standards have been recognised by the adviser community with the award of the 5 star Financial Adviser Service Award and the ILP Moneyfacts Service Beyond the Call of Duty award.

We have also been awarded industry recognition for our product range and offering.

Additionally we offer Service Charters across many of our products which offer peace of mind and monetary compensation.