Adviser support
Find answers to commonly asked questions, helpful links, tools and contact details.
Bulk purchase annuity
Protect your members and reduce your liability
We use a PRINCE2 framework to manage the transaction and on boarding of the scheme. As part of the process, we provide you with a dedicated Scheme Implementation Consultant who acts as your main contact on a day-to-day basis.
The Scheme Implementation Consultant:
- Co-ordinates with our in-house legal team, customer services, pricing and investment teams, scheme administrators and employee benefit consultants.
- Provides clear, up-to-date, concise information on the progress of the scheme’s implementation.
Next steps
Technical support
A range of technical content and training materials to help you support your clients.
