Wealth Management

Since starting operations in the UK in 1903, we have developed a wide offering of products and services to help you manage, maintain and grow the wealth of your clients. Our product portfolio includes solutions for successful inheritance tax planning, savings and investment, retirement income planning and protection.

At Canada Life our first priority has always been reliability informed by experience. That is true both domestically in the United Kingdom and in our international profile. We are a subsidiary of Great-West Lifeco giving you the powerful reassurance of knowing that we look after £807 billion in assets under management (as at 31 December 2018). Our aim is to provide an easy to deal with 'one look, one feel' service proposition for our advisers and customers.

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 £37 billion (as at 31 December 2018). 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.


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Latest News

Unwell worker

29 million employees have been into work while ill

That's almost three times the number of those who have pulled a 'sickie'

Not budging: Over two thirds of people plan to stay in their own home in retirement

New research from Canada Life suggests nearly 14 million people plan to remain in their current home in retirement. Of those who say they will stay, an increasing percentage will use their property to generate income through equity release.

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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.