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About Us

Who we are in a nutshell                                                                           

A bit about us and what we do

We’re a protection, savings and retirement provider.

Laptop, piggy bank, coins, plant and two mugs

Our 1,500 people help our customers protect their income while they are working and maximise it when they stop.  By doing this we enable people to live confident lives. 

We believe that everyone should have access to independent, regulated financial advice. It should not be seen as a luxury for the few who can afford it or who are experienced in using it.  Why? Because it provides financial and emotional benefits.  Good advice ensures better financial outcomes and frees people from the worry of making complex decisions that could have long-term implications.

We work with a wide range of financial advisers and it is through them that the majority of customers will buy our products and services.

Our 1.28million customers, 1.25million of which are members, hold a variety of products with us including life insurance, income protection, investments and retirement income solutions such as equity release, fixed term annuities and drawdown products.

We're proud of how much we've achieved

Check out our most recent ratings and awards we've proudly achieved over the years