Log Into Your Account

Log in to your account

Manage your policies simply and easily

Adviser log in

Home Finance

Home Finance Adviser Portal

Create new quotes and submit cases. To register, you’ll need to provide evidence of your equity release qualifications. 

Register Forgot your password

Adviser Connect (part of the Canada Life Portal)

If you’d like support with the Portal please call 0345 606 0708 or email adviserconnect@canadalife.co.uk

Log in

Adviser Connect - Onshore

View bond valuations online (excluding bonds with a Discounted Gift Trust)

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Adviser Connect - Offshore

View bond valuations online (excluding bonds with a Discounted Gift Trust), transaction history, pending trades and more.

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Note - you must log in via user name and email or Unipass (user IDs will no longer work).

Registration

Adviser Connect forms part of the Canada Life Portal. From this Portal you can also access The Retirement Account Dashboard using one single sign on.

Individual Protection

Quotation Extranet

Already have an agency agreement with us? Log in to our Quotation Extranet to get a quote for your client.

New here? You can register for a log in to the Quotation Extranet to get a quote for your client.

Register for an agency | Register for a log in | Forgot your password

Retirement

The Retirement Account Dashboard

Create quotes, apply online, manage investments online - Learn more.

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Registration

Registration – new users

The Retirement Account Dashboard* forms part of the Canada Life Portal. From this Portal you can also access Adviser Connect (UK and international bonds) using one single sign on.

Registration – for existing Adviser Connect users

Please click on register and follow process 2.

Register for existing users

*Users who require access to the Model Portfolio Manager tool should complete a separate form.

Registration – for administrators

How to provide access to other Portal users within your organisation.

Portal guide for administrators

Workplace Protection

CLASS

Create new quotes and renew and manage your clients’ policies online.

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LTCU 1152X1152 (1)

Long Term Close Up

Our business has been built on taking a longer-term view. That’s why we’re spending our time exploring the nature of long-term thinking, decision making and planning.

Explore now

Secure email change to Proofpoint

We have changed how we receive and send secure 'encrypted' emails. We now use Proofpoint SecureMail to send and receive this type of email. If you have any questions regarding secure emails using Proofpoint, then please contact us.

Learn more about how to register and access your secure emails