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Manage your policies simply and easily
A simple way to keep track of your clients’ policies and plans.
InvestmentsAdviser ConnectAccess drawdown products, view bond valuations and create annuity and Fixed Term Income Plan quotes for your clients. Learn more about Adviser Connect OnshoreLog in or register for Adviser Connect OffshoreLog in or register for Adviser Connect The Retirement AccountDashboard (incorporating Model Portfolio Manager)Create a quote and apply. You can auto-rebalance, check the value of investments, use our phased drawdown facility and more. Learn more about Dashboard and Model Portfolio Manager Workplace ProtectionCLASSCreate new quotes and renew and manage your clients’ policies online. Individual ProtectionQuotation ExtranetAlready have an agency agreement with us? Log in to our Quotation Extranet to get a quote for your client. Log in to our Quotation Extranet Home FinanceHome Finance KFI & application portalCreate new quotes and submit cases. To register, you’ll need to provide evidence of your equity release qualifications. Log in to our KFI & application portal |
A simple way to keep track of your plans with us.
MyAccess onshore accountAccess the following with your MyAccess account:
Register for a MyAccess onshore account |