Log Into Your Account 1360X784

Log in to your account

Manage your policies simply and easily

Adviser log in

Home Finance

Home Finance KFI & application 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)

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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.

Retirement

The Retirement Account Dashboard

Create quotes, apply online, track policy values and 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.

Workplace Protection

CLASS

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

Register Forgot your password

Secure email change to Proofpoint from 4 January 2021

We have changed how we receive and send secure 'encrypted' emails. From 4 January 2021, 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