A simple way to keep track of your clients’ policies and plans.
Access drawdown products, view bond valuations and create annuity and Fixed Term Income Plan quotes for your clients.
The Retirement Account
Dashboard (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.
Create new quotes and renew and manage your clients’ policies online.
Already have an agency agreement with us? Log in to our Quotation Extranet to get a quote for your client.
Home Finance KFI & application portal
Create new quotes and submit cases. To register, you’ll need to provide evidence of your equity release qualifications.