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.
Important information
Please be aware that there will be a temporary disruption in our web services. This is due to necessary maintenance work that will be taking place from Friday 1st December until 12:00 on Saturday 2nd December.
Thank you for your patience and we apologise for any inconvenience caused.
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.
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.
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.
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.
Martin Saunders
Robert Nathan
Daniel Silvester
Neil Headey
Graeme Blatch
Mark Griggs DipFA
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.
Webinars and tech-casts
Register for a webinar or watch a tech-cast to keep up with the latest industry developments and related subjects.
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.
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
Guides
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
Forms
Deed of assingment/Appointment
Claims and dealings
Claims
Dealings
Currently unavailable
Next steps
Adviser support
Find answers to commonly asked questions, helpful links, tools and contact details.
Meet the ican team
Award winning pre-sales technical help & guidance.
Get in touch
Contact our Institutional account management team.