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Spotlight on: Late Financial Bloomers

Andrew Tully

Andrew Tully

Technical Director, Canada Life

There is a need to proactively engage with thus group. They may not have thought of themselves as needing financial advise but there are opportunities here for advisers

"As families become more complex and multigenerational, offering flexibility and better access to technology must be key considerations".

Changing Shape of Retirement report

Adviser tools

These online tools are free to use and designed to enhance client engagement 

Life expectancy calculator

A useful tool t help find out your clients average life expectancy, so that you can help plan their future and retirement option.

Try calculator

The budget planner

This online tool looks at your income and outgoings to help your clients understand and manage their budget.

Try calculator

Customer support

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

Customer support