Resources

Everything you need in one place

Whether you’re a customer or an adviser, our resources can help. Here you’ll find access to our document library and the fund centre right down to our useful tools.

Documents

Explore our document library and download product brochures, guides and more.

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Fund centre

Visit our fund centre to see how our funds are performing.

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Tools

Adviser tools

Use our adviser tools to help you provide quotes for your client.

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Customer tools

Use our customer tools to help you plan for the future.

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The Future of Advice - State of Flux report

What does the future of financial advice look like?

'The Future of Advice - State of Flux' report, written by AKG and sponsored by Canada Life, explores the insights of advisers and consumers based on in depth survey and interview-based research conducted this year. The new report brings to light how the role of advice is perceived in 2023, and where challenges and opportunities lie in the here and now, as well as in the future.

Read the latest AKG report