Log in to your account
Manage your policies simply and easily
Important Information
We're making Adviser Connect even better
Right now, we're improving your portal experience. You'll soon enjoy a faster, safer and smoother service. Things might work a bit differently while we make these changes. But we're keeping your account security and accessibility at the heart of everything we do.
Thanks for bearing with us.
CLASS account update
Action required: Please update your PingID mobile app on Android.
To continue receiving push notifications for authentication, please update your PingID mobile app on Android to version 3.3.1 or later before 6 March 2026.
Please note: Class will be temporarily unavailable on Tuesday 3rd February, from 6pm to 9pm (BST) due to essential maintenance.
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.
Adviser Connect
Adviser Connect forms part of the Canada Life Portal. From this Portal you can
- View policies online for onshore and international clients
- Review client investments and manage deal & switch instructions
- Manage policy applications
- Register new users (administrators only)
- Manage team permissions (administrators only)
Support
If you’d like support with the Portal please call 0345 606 0708 or email adviserconnect@canadalife.co.uk
Retirement
The Retirement Account Dashboard
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.
Have more meaningful conversations with your clients
With HumanSense, CPD training for advisers in behavioural psychology.
Start your training