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Support Options

Please log in to your account. When you have logged in, you will be taken to a form where you can tell us about your needs.

Select as many support options as you need, or skip straight to 'continue' to tell us about your personal circumstances. You can contact us to remove or update your selection at any time.

Speaking to me

Writing to me

Where possible, we will send any written communications in the format requested. This applies to account documents such as statements or contract notes, but may not include marketing or servicing communications.

Meeting with me (in person)

We rarely meet clients in person, but there is support available if you are meeting with one of our financial advisors or visiting our offices.

Managing my account

Tell us in your own words

Personal circumstances

Giving us more detail about your circumstances helps us understand what sort of support might be helpful to you in the future. Select the options that best suit your situation, or tell us about it in your own words.

Health and disability

Life events

Capability, skills and confidence

Financial or emotional resilience

If none of the available options match your circumstances, describe them in the words that feel right to you.

Please select at least one option from personal circumstances

Thank you for getting in touch

We will add this information to your client record. This usually takes 2 working days. If we contact you in the meantime, it may not reflect the support options you selected.

In future, we will apply your support options wherever possible. If you feel there is more we could be doing, or if your circumstances change, you can contact us at any time.

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Please contact us for help on 0117 900 9000.