Existing Customers

Canada Life Limited policyholders only

To discuss your existing policy with a member of our Customer Service Team, please call
0345 606 0708 and we will be happy to help you.

The following forms can be printed and posted to us at
Canada Life Customer Service Team, Canada Life Place, Potters Bar, Hertfordshire, EN6 5BA.

My contact details have changed

I'd like to submit a fund switch request and/or redirection

I'd like to change the bank account I pay my direct debit from

If you would like to correspond with us via email about your policy, for data protection reasons we need you to complete the necessary security checks before we can reply via email. Please print and complete our Email Verification form. Please note you only need to do this once.

You can email our Customer Service Team on customer.services@canadalife.co.uk.

The Unit Trust and OEIC manager for Canada Life Unit Trusts, OEICs, ISAs and PEPs is Capita Financial Managers Limited. You can contact Capita via email at technical.services@capitafinancial.co.uk

Workplace Pensions and With-Profit Guides

If you have a workplace pension through Canada Life, this is relevant to you.

In February 2015 the Financial Conduct Authority (FCA) set out new rules for Providers operating workplace personal pension plans (Canada Life have less than 3,000 such policies) to take effect from 6 April 2015. From that date, those Providers had to have set up an Independent Governance Committee (IGC) or appointed a Governance Advisory Arrangement (GAA) whose principal functions would be to:

  • Act solely in the interests of the relevant policyholders (i.e. the members) of those pension plans and to

  • Assess the 'value for money' delivered by the pension plans to those relevant policyholders.

The FCA rules also require that the Chair of each IGC and GAA produce an annual report setting out a number of prescribed matters.

Canada Life appointed PTL as a Governance Advisory Arrangement. Read the annual report in respect of Canada Life's workplace pension plans and the Terms of Reference.


If you have a with-profits policy with us, this is relevant to you.

We have produced guides for each of our With-Profit Funds. Please click on the link to access the appropriate guide.

The Manulife Fund - a guide to how the fund is managed

Policyholder Reports

Please click on the link to access the appropriate policyholder report.


The Manulife Fund of Canada Life Ltd - Annual Report 2017

Terms of Reference of the Independent Person

The document below has been created to provide information on Canada Life's roles and responsibilities, along with the terms of reference for the Independent Person appointed to provide oversight to these funds.

Terms of Reference of the Independent Person for the With-Profits Fund and the Manulife Fund

Discover Our Products

Lifetime Annuities & Scheme Pension

The Lifetime Annuity and Scheme Pension can provide a guaranteed income for the rest of your life

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Pension Investment Plan

The Pension Investment Plan (PIP) lets you consolidate pension savings, build benefits and from age 55 withdraw lump sums.

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Trustee Investment Plan

The Trustee Investment Plan (TIP) is an investment plan for you as a trustee of an occupational pension scheme or as a member of a self-invested personal pension scheme.

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Wealth Preservation Account

The Wealth Preservation Account (WPA) from Canada Life International can offer an alternative way of supplementing income. It also helps to reduce any potential inheritance tax payable.

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Flexible Drawdown Plan

Deciding on how and when to retire can often not be as straightforward as you may think. With the CanRetire Flexible Drawdown Plan (FDP) you can take your tax-free cash at the start, while keeping all your options open.

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Wealth Preservation Europe Account

The Wealth Preservation Europe Account (WPEA) from Canada Life International Assurance (Ireland) offers an alternative way of supplementing income. It also helps to reduce any potential inheritance tax payable.

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Offshore Savings Account

The Offshore Savings Account (OSA) will appeal to UK investors looking to invest regular amounts in an international environment with the ability to pay additional amounts at any time.

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Fixed Term Income Plan

The Fixed Term Income Plan (FTIP) is a drawdown product that can provide you with guaranteed income and growth in the form of a Guaranteed Maturity Value (GMV) or a combination of both for a fixed term.

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Help Plan with our Budget Calculator

Use our handy budget calculator to work out your incoming and outgoing costs.

It's quick and easy to use – make sure you have your monthly statements and any regular bills to hand when you fill it out.

Budget Planner

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.