Our Commitments

Our commitments don’t need a charter, a mission statement or a big advertising campaign.

Just a simple promise:
We will do all we can to make your life as easy as possible when securing the right retirement solution for your clients’ needs.
 
Here are some key points we think you should know about us:

  • You can communicate with us however you like
    Online, offline, by phone, post or email. However you want to talk to us, we are here to listen and to help.
  • We’re quick
    We don’t make big promises that we fail to deliver on. Although every case is different, and some might take a little longer than others, rest assured, as soon as we receive an application from you, we are straight on it. There are few providers in the marketplace who can match our speed of delivery.
  • We look after IFAs
    Our service quality has continually been recognised as one of the best in the financial services industry and we are very proud of it. That’s why we invest heavily in ensuring that as we grow, our service remains of the highest quality. 
  • We have a number of leading industry gurus working with us
    They spend hours pouring over the latest white papers, and spend days ensuring we continuously improve our underwriting capability and product benefits. They also are able to provide hints, tips and guidance that ensure you are kept up to speed with the latest thinking in the industry.
  • We’re bigger than many people might think
    We have more than £2.8 billion in assets under management and more than 350 staff at our offices in Reigate. In fact, our financial security is more assured than many household names, and we have recently been awarded a 'Good' - B rating for Overall Financial Strength by AKG Actuaries and Consultants Ltd. 

Useful Links Read about the awards we have won   
Find out more about our financial strength   

Latest wins

Learning zone (videos)