Institutional advisers

Welcome to our dedicated page for institutional advisers

Market leading products, market leading team

We are the UK’s leading provider of international investment bonds and tax-efficient trust solutions, and we offer you and your clients stability against a backdrop of industry mergers and acquisitions. Our long-term approach means we can look after your clients’ evolving needs at every level of our business.

Dedicated account management

Our team of account managers has a long history working on strategic institutional partnerships. We work nationally and have a deep knowledge of the client need.


Access to our technical specialists

You have direct access to our market leading technical team for help on all retirement, estate planning, offshore, tax and trust questions.

Email us

Specialist help on Personal Injury Trusts

We have a streamlined process to help you set up and manage a Canada Life Bond where either a deputy is applying on behalf of the injured person or where a Personal Injury Trust is used.

Find out more

Meet the team

Our team of Institutional Account and Telephone Account Managers are as enthusiastic as they are knowledgeable. With many years’ experience of managing important strategic relationships, you are in safe hands.

Unparalleled technical support

We offer technical help and guidance from industry-recognised experts, who are also available to give presentations at events, seminars and webinars. We produce client case studies, sales aids, videos, tech-casts, podcasts, and calculators. And we also provide training virtually or face-to-face.

ican academy

Get technical support, guidance and CPD content with ican academy.

Ican academy

Technical Eye

Check out our latest issue of Technical Eye, our adviser magazine that looks at issues around retirement planning, tax and estate planning and investment solutions.

Important information

For all the latest industry news, views and press commentary.

Latest news

Opening an account

Application form

Charges and fees

Key features

Key information document

Suitability letter

Client guide

Currently unavailable

Terms and conditions

Anti-money laundering

Application form

Trust deed

Charges and fees

Key features

Key information document

Suitability letter

Client guides

Policy provisions

Application forms

Key features

Charges & fees

Product details

Application form


Managing an existing account

Top-up form

Investment dealing form

Currently unavailable

Surrender and withdrawal form

Deed of assignment

Surrender and withdrawal form

Deed of appointment

Investment dealing form

Currently unavailable


Deed of assingment/Appointment

Claims and dealings



Currently unavailable

Next steps

Adviser support

Find answers to commonly asked questions, helpful links, tools  and contact details.

Learn more

Meet the ican team

Award winning pre-sales technical help & guidance.

Contact us

Get in touch

Contact our Institutional account management team.


Contact us