This tool is designed to show you our range of products and features that are tailored to your client, based on their circumstances, to help with your advice recommendations. It is not designed to replace the advice you give to your client, which you will remain responsible for.

Your client's data is being used to demonstrate risks they may face in life based on their age, smokers status, gender and retirement age and the products and features which are most relevant to your client's situation based on their occupation, whether they have children who are financially dependent and if they have a mortgage/rent or have neither. Your client's data won't be stored anywhere other than to generate the report. Once the report is closed, your client's data will be deleted.