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Sandringham advisers

Welcome to our dedicated page for Sandringham advisers

A special relationship with special terms

We are delighted to offer you special rates on The Retirement Account - an efficient and effective way to structure your clients’ finances both pre and during retirement. You can also access our technical and investment specialists with your questions at any time.

Your terms

Sandringham advisers have access to special terms for The Retirement Account.

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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.

Email us

Meet the team

Investment insight

Our analysts at Canada Life Asset Management are happy to answer any investment or macro economic questions you have.

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Providing you with bespoke support

As well as having access to special terms and our technical specialists, you have your own dedicated account manager, access to exclusive events, and we can work with Sandringham to produce bespoke marketing support when required.

A dedicated account manager

Your account manager – Michael Clark – is on hand to guide you through our products, or help answer any general questions you have.

Contact us

Events coming up

Register for a webinar, and look out for bespoke Sandringham events coming your way.

 

Register

Marketing support

We can produce bespoke marketing material to help you and your clients. Look at our other resources for ideas.

 

 

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Introducing The Retirement Account

A flexible personal pension plan that can be adapted to suit your clients’ changing needs. Whether they’re working, close to retirement or already retired, The Retirement Account is simple, low-cost and lets you bring all their pension pots together under one simple plan. As they enter retirement, they can choose to take a guaranteed income, pension drawdown or a combination of both, flexibly moving between them if required.

Helping you do business

We have a wealth of information and support to help you protect the longer-term interests of your clients, and de-risk your business.

A searchable document library

Find the documents and forms you need in our searchable document library.

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Doing business online

You can manage your clients’ policies simply and easily using our online capability.

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Discover the antidote to your clients’ uncertainty

The only certainty in modern retirement is uncertainty. Order your ‘what if…? cards today and speak to our team to find out how The Retirement Account could be the antidote to your clients’ uncertainty.

Order now
Technical Eye June 21

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.

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Next steps

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Adviser support

Find answers to commonly asked questions, helpful links, tools  and contact details.

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Meet the ican team

Award winning pre-sales technical help & guidance.

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Get in touch

Michael Clark

01707 935058

or send an email

 

Other contacts