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Terms of Business Update

Advisers, we have updated our Terms of Business. For an updated copy please click here.

Important Note

As part of our due diligence processes for new applications and ongoing ‘know your customer’ procedures, we carry out identity checks on the introducing adviser applicants and Members.

Member Rewards Savings Calculator

Discover how much your clients could save with Member Rewards. Whether it’s a meal out with friends, weekly grocery shop, or renewing car insurance, Member Rewards has a deal that could save them money.

Simply fill in how much they spend monthly or annually on these everyday categories, then the savings calculator will generate an annual personal savings total.

Doing More for our Members...

Member Rewards – Your clients will have access to a whole range of discounts/cash back and offers on popular brands and services such as: Apple, Fiat, Tesco and a free telephone legal advice service.
Friendly Voice – We know that serious illness can be worrying, so your client can get long term practical advice and emotional support from their Personal Nurse. A completely free and confidential service.
125 Foundation – commentating our 125th anniversary in 2015, this foundation provides financial support to good causes, benefiting our Members and their communities.
Health & Wellbeing – Members can receive up to 22% off a range of Fitbit devices.

Find out more

Financial Adviser Satisfaction Feedback Survey

In order for us to continue to improve our service and our relationship with you we would really appreciate it if you could take a few minutes to fill out our quick Feedback Survey.

My Extra Benefits: Security, protection, peace of mind

For a small additional premium both new and existing Members of the Society will have the option of applying for the following extra benefits;

  • Fracture & Hospitalisation Benefit
  • Immediate Death Benefit

Find out more

‘When it comes to finance are you optimistic or idealistic?’

Key highlights from our latest consumer survey

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Order Printed Literature

If you would like to order printed literature please complete this form.

Please provide the address you would like the literature sent to.
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Please let us know if there is any other literature you require, including quantities.