Working with us
Our online quotes service for schemes with between 5 and 500 members is now available to all independent financial advisers. Before you can use the service, though, you need to have a terms of business agreement (TOBA) with us.
Just download our TOBA. Then, once you have completed it, either scan it and email it to This e-mail address is being protected from spambots. You need JavaScript enabled to view it or post it to us.
We will countersign it and return it to you within two working days.
As business with us is handled online, part of the process is to nominate an Adviser Administrator. This person will themselves have access your company's files and control who else within your company has access.
More information about the role of Adviser Administrators and how our systems work can be found in our 'Introduction to our secure website'. When we return the countersigned Terms of Business Agreement to you, we will also send an email to the nominated Adviser Administrator inviting them to register online.