Institutional Advisers

Market leading products, market leading team

We're one of the UK’s leading providers of international investment bonds and tax-efficient trust solutions. Rated 5-star by defaqto and 5-star by AKG*, we offer you and your clients stability against a backdrop of industry mergers and acquisitions. Our long-term approach means we can look after your clients’ evolving needs at every level of our business.

Meet the team

Our team of Institutional Account and Telephone Account Managers are as enthusiastic as they are knowledgeable. With many years’ experience of managing important strategic relationships, you are in safe hands.

Unparalleled technical support

You have direct access to our market leading technical team. We offer technical help and guidance from industry-recognised experts, who are also available to give presentations at events, seminars and webinars. We produce client case studies, sales aids, videos, technical briefing notes  and calculators. And we also provide training virtually or face-to-face.

1. Canada Life International Ltd, CLI Institutional Ltd, and Canada Life International Assurance have achieved a 5-star rating in Service, Image and Strategy and Business Performance since 2015.  The companies were assessed on several supporting assessment areas. The assessment areas, known as Supporting Ratings, were scored out of a possible five stars. Each company achieved the maximum score against all categories.