Your terms
Tavistock advisers have access to special terms. Here are the details:
Tavistock advisers
Welcome to our dedicated page for Tavistock advisers
Important update
The Retirement Account is now closed to new business. You can read more about this update, including information on pipeline timeframes here.
A special relationship with special terms
We are delighted to offer you special rates for our Premiere Account.
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.
Investment insight
Our analysts at Canada Life Asset Management are happy to answer any investment or macro economic questions you have.
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 a range of marketing resources.
Dedicated account managers
Your account managers — Martin Saunders, Ross Sparkes, and Jon Armstrong — are on hand to guide you through our products, or help answer any general questions you have.
Information and support
We provide information to help you in our ican academy. There is a range of technical content and training materials including webinars, podcasts and guides.
What's new
Introducing our ican academy
You can now find our continuing professional development content and award-winning technical support in our new ican academy. All in one place.
Explore ican academy
Wealth Preservation Account webinar
Watch our structured CPD qualifying webinar to find out about our flexible reversionary trusts designed to reduce your clients’ potential IHT liability.
Watch the webinar
Changing tax allowances into opportunities
See how to turn your clients' challenges into opportunities in our latest edition of Technical Eye.
Read now
Report on financial advice
Canada Life partner with AKG to deliver cutting edge research into the future of financial advice.
Read the reportHelping 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.
Due diligence guide
Choosing a provider and conducting due diligence can be onerous. Here is everything you need to know about Canada Life in one guide.
A searchable document library
Find the documents and forms you need in our searchable document library.
Doing business online
You can manage your clients’ policies simply and easily using our online capability.
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.
