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Manage your client's policies online

Here, you'll find our adviser portals, designed to help you access your client's policies, apply for a new policy or get in touch with us quickly and securely.

Important Information

We're making Adviser Connect even better

We're making improvements to the adviser portal to bring you 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.

Learn more

Adviser Connect Portal

Apply for a new bond and view valuations, transaction histories and more for international and UK client accounts. 

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Home Finance Adviser Portal

Create new quotes and submit cases. To register, you’ll need to provide evidence of your equity release qualifications.

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Don't have an account? Register

Workplace Protection Portal (CLASS)

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

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Don't have an account? Register

Support guides to help you get online

Adviser Connect online support guide for Professional Advisers

If you’d like support with the Adviser Connect portal please call 0345 606 0708 or email adviserconnect@canadalife.co.uk

Administrator's guide to using the Adviser Connect Portal

*The Retirement Account is now closed to new customers. Existing customers' policies are not affected and you can still access The Retirement Account Dashboard through Adviser Connect as usual. For more information, you can also access Adviser Resources for The Retirement Account or contact us for help with any queries.