How can I get a valuation on my policy?

You can obtain a valuation from your financial adviser or call our Client Contact Team who will be able to confirm the value of your policy over the phone.

How do I surrender my policy

If your policy is an ISA or GIA, you can request a surrender in writing or via our Client Contact Team . If your policy is a Bond, you will need to put your request in writing and send this to us along with the original policy schedule. If you cannot locate the original document, you will need to complete a lost policy declaration. Further requirements will be needed if your Bond is held in trust. Further details of these requirements can be provided by our Client Contact Team . If your policy is a pension, please contact your Financial Adviser or call our Client Contact Team who will be able to discuss the options available to you along with our requirements.

How do I find information about my policy

You can call our Client Contact Team or write in and request information on your policy. Details of your policy will be confirmed in writing. Alternatively, information on our current product range can be found on our website.

What are my retirement options?

If you want to take your retirement benefits, you may wish to contact your financial adviser to discuss the options available to you. Alternatively, you may call our Client Contact Team who will discuss the available options and then send an Options Pack to your home address. You may wish to consider viewing the information that is available on the goverment Pension wise site.

Where can I find fund fact sheets?

Fund fact sheets can be found here.

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We’ll work with you to decide what’s most important and arrange your money so that you and your loved ones can enjoy a secure future. Follow the below icons to learn more about some of the major life events we can help you prepare for.

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Whether you’re seeking to invest for the long-term or need advice on a mortgage or an insurance policy, we will work with you to create the service you want. Learn more about some of the services we help can help you with.

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All News & press Insights Video Market Outlook Market Weekly What's Your Number

Market Weekly

18 June 2021

A western alternative to belt and road and expected rate rise

Welcome to our weekly newsletter, where we summarise the key market developments over the last seven days.

Insights

15 June 2021

Going green: the rebranding of “big oil”

With the shift to renewables gaining momentum, the oil and gas (O&G) industry is under pressure to decarbonise, while price volatility and the rising cost of exploration and extraction have compounded their woes. In response, O&G companies are seeking to diversify their business models to focus on long-term growth. In the first of our Megatrends series, we ask whether this re-brand will work.

Insights

15 June 2021

The Future of the NHS

Following our recent Future of Healthcare event, we caught up with Rosemary Leonard to understand more about the future of our NHS. We know that technological advancements are coming, but the costs may be prohibitive. So how can the public help the NHS prosper and overcome the challenging times ahead?

Video

07 June 2021

Future of Healthcare event

Covid-19 accelerated a digital revolution in how we receive healthcare. Within weeks of lockdown we were booking and attending virtual GP appointments. But that is just the start. On Thursday 3 June we spoke to practising GP and healthcare journalist, Rosemary Leonard about the ways developing technology and AI will shape healthcare in the future.

Market Outlook

02 June 2021

Why haven't markets rewarded company results?

The first quarter was favourable for equities; companies generally beat earnings expectations, in some cases quite strongly. Recovery is well underway, helped by Covid vaccines and an influx of cash to American pockets courtesy of the Biden administration. So why then are outperforming equities reaping so little reward from their stock prices?

Insights

01 June 2021

The future of healthcare: AI changes everything

In the lead up to our 'Future of Healthcare' virtual event, we take a look at the rapidly growing areas of artificial intelligence in the healthcare industry and how they will change how we access healthcare in the future.

Market Weekly

01 June 2021

Tech retreats as PM and Hancock deny mistakes

Welcome to our weekly newsletter, where we summarise the key market

Insights

25 May 2021

The science of retirement

To help people understand exactly how much they will need in retirement, financial advisers are using technology to supplement their own financial expertise with software that models cash flow for decades ahead.

Market Weekly

21 May 2021

Bitcoin falls further as China cracks down on cyptocurrencies

Welcome to our weekly newsletter, where we summarise the key market developments over the last seven days.

Insights

13 May 2021

Why retail won’t save the high street

Following our recent Invested in the Future event, the Future of Cities, we sat down with Andrew Carter to understand more about what can be done to rejuvenate our city centres and bring them back to the prosperity they once enjoyed.

Market Weekly

07 May 2021

US backs plan to suspend Covid-19 vaccine patents

Welcome to our weekly newsletter, where we summarise the key market developments over the last seven days.

Market Outlook

06 May 2021

Earnings potential is promising; but will inflation hinder recovery?

The economic upturn is coming along nicely; an increasing number of people have been vaccinated against Covid-19 and investors seem confident that recovery will take hold. But will an abundance of positive sentiment backfire in the form of inflation?

Insights

04 May 2021

The Future of Cities

On the surface, the pandemic seems to have had a devastating effect on cities. Is the upheaval of the past year a doomsday toll for the world’s urban areas? Or simply a symptom of living with Covid? On Thursday 29 April, Samantha Simmonds, sat down with Chief Executive of Centre for Cities, Andrew Carter to discuss how urban living will look in the future.

Market Weekly

30 April 2021

Biden announces second stage of his economic plan

Welcome to our weekly newsletter, where we summarise the key market developments over the last seven days.

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Jonathan Polin CEO, Sanlam UK

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