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Get access to our secure services by registering on our site.

  • Complete the registration form
  • Wait for an email from us
  • Activate your account

Register with us

It only takes a few minutes to register with us. Once you've submitted your information, we'll do some checks our end and send you an automated email when we're done. This might not be straight away so please keep an eye out for it and check junk mail/spam folders just in case.

To approve your registration you'll need to have an agency agreement with us. If you're new to working with us, you can request an agency through and we'll approve your site registration when this is set up.

As part of this journey we'll need to ask you for some personal details. If you'd like to find out more about how we use your personal information, please visit This includes who we are, how long we hold your information, what we do with it and who we share it with.

About you

About your business

What's this?

Please let us know your firm reference number (not your individual reference number). If you are regulated under a network, this will be your Firm's Appointed Representative (AR) Financial Services Registration Number (FRN).

What's this?

If you have a protection agency with us, please let us know the number. It'll usually be 5-7 numbers and end with a letter.

Product types you sell *

For retirement solutions we offer delegated access options suitable for Paraplanners.

This level of access will be determined via job role, you can find out further information here.

Your office address

Please confirm you're based in the UK *

If you'd like to register with a password instead, please continue with this form.

Your login details

What's this for?

Your email address not only forms your login details, it'll be the address we send your site activation email. Please take time to make sure it's correct.

Password rules

Your password must be between 6-20 characters in length. Please choose something you'll remember and never share it with anyone.

If you have problems registering with us you can call your account manager or our support team on:


0800 678 1890

Textphone: 18001 0800 678 1890

9am - 5.30pm Monday to Friday

We may record and/or monitor calls for training and audit purposes.