Important information

You may be aware of the IT issues impacting some companies at this time.  We’d like to reassure you that all our services are available, and our phone lines are open Monday – Friday, 9am – 5pm. If you’d like to contact us, you can find our details here.

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Manage your policies simply and easily

Important information

The Retirement Account and the Select Account are now closed to new customers. Existing customers’ policies are not affected, and you can still access Adviser Connect and The Retirement Account Dashboard as usual. 

Visit our product update page to learn more, or contact us for help with any queries.

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

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Adviser Connect - Onshore

View bond valuations online (excluding bonds with a Discounted Gift Trust) or view Fixed Term Income Plans and Flexible Drawdown Plans.

Register Forgot your password

Adviser Connect - Offshore

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

Register Forgot your password

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.

Retirement

The Retirement Account Dashboard

Manage investments online - Learn more.

Register Forgot your password

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.

Register Forgot your password

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