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.
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)
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.
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, manage investments online - Learn more.
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.
*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.
Workplace Protection
CLASS
Create new quotes and renew and manage your clients’ policies online.
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