In this library you will find a selection of literature to help both you and your clients learn about our products and services. In addition to brochures and guides, you will also find application forms, sales aids, key features and trust forms which you can download and view.

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We give each document a unique reference number. If you look in the bottom left hand corner of the reverse of the document, you should see a code followed by a date. You can search by typing in the code – you don’t need to type in the date. (The date code is when the most recent version was given financial approval. It is not an expiry date).

Support pages - Adviser Portal Library - Downloads and templates


Title Reference Other versions
The Marketing Mentor (1051kb) TR01163C -

Adviser Charging

Title Reference Other versions

Behavioural Science

Title Reference Other versions
Behavioural science book - Conversations about charging (541kb) TR01138 -
Behavioural science top tips - Practical ideas to improve fee conversations (227kb) TR01051 -