• Our products and services - making investing straightforward

    You need to offer your clients investments that will help them achieve their goals in life. We offer existing policyholders the ability to top up pensions and investments that are flexible, tax efficient and easy to understand.

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    Personal pensions

    The Retirement Wealth Account - a pension that gives existing clients the chance to invest in a wide range of pension funds.

    Family Suntrust - a self-invevsted personal pension that allows existing scheme participants to invest together. 

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    Onshore investments

    The Investment Bond - help existing clients invest for different life goals within a single tax wrapper.