Our Client Engagement Hub is designed to make it easier for you to engage with your clients. Whether that’s advising clients on their pensions, helping them plan for retirement, or explaining the importance of naming beneficiaries, the Client Engagement Hub has you and your business covered. 

Introducing the Client Engagement Hub

Tim Coombs, Head of Private Client Distribution, explains how our Client Engagement Hub is designed to support you.

Access the Client Engagement Hub material

  • The power of financial advice

    A range of materials which you can use with existing and new clients to help them understand the benefits of advice when it comes to making important decisions about their finances.

  • Beneficiaries

    Templates to help your clients understand why planning ahead can help provide peace of mind for their loved ones after they are gone. 

  • Social media templates

    We've developed a social media best practice guide and some generic templates to create your own posts that you can use on relevant social platforms to engage with new and existing clients.

  • Testimonials

    Client testimonials are a great way to highlight the service you've provided your clients and build an online presence. We've developed this short guide to help you gather your own client testimonials.

Help us enhance the Client Engagement Hub

We would love to get feedback on how the Hub is working for you.  Please email us with any thoughts you have on how we can enhance the Client Engagement Hub.  

This website is for financial advisers only and must not be relied on by anyone else. If you're not an adviser, please go to our customer website for more information about our products and services.