Award winning solutions
Discover our range of UK and International investment options and tax-efficient trusts. Find product information, guides, forms in our document library.
Institutional Advisers
Welcome to our dedicated page for institutional advisers
Market leading products, market leading team
We are the UK’s leading provider of international investment bonds and tax-efficient trust solutions, and 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.
Access to our technical specialists
You have direct access to our market leading technical team for help on all retirement, estate planning, offshore, tax and trust questions.
Specialist help on Personal Injury Trusts
We have a streamlined process to help you set up and manage a Canada Life Bond where either a deputy is applying on behalf of the injured person or where a Personal Injury Trust is used.
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.
Nicholas Sleep
Head of Institutional & Strategic Partnerships
Martin Saunders BSc (Hons) DipPFS
Robert Nathan
Daniel Silvester DipPFS
Graeme Blatch
Mark Griggs DipFA
Ross Sparkes BSc (Hons)
Jon Armstrong
Sales Support Representative (Wealth)
Technical Services
Unparalleled technical support
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, tech-casts, podcasts, and calculators. And we also provide training virtually or face-to-face.
ican academy
Get technical support, guidance and CPD content with ican academy.
Technical Eye
Check out our latest issue of Technical Eye, our adviser magazine that looks at issues around retirement planning, tax and estate planning and investment solutions.
Important information
For all the latest industry news, views and press commentary.
