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Beliefs and values

We are guided by a strong set of principles and values, which are driven by our unwavering desire to put the customer first.

Our beliefs

We exist to help create prosperity for the generations of today and tomorrow. However modest or ambitious our customers’ financial goals are, we believe the best way to achieve them is by taking financial advice. We hold this belief so strongly that we only sell our products through financial advisers.

We also believe

  • that better choice doesn’t mean more choice
  • that expert investment solutions should be simply packaged
  • that award-winning service and measurable outcomes for customers should always offer good value
  • that a company’s value goes beyond making a profit.

Our values

Our three core values continually drive us in the way we behave with our customers, partners and each other.

Pioneering

Leading change and driving growth from the front, positively challenging industry convention to create new and rewarding opportunities for our customers and ourselves.

Dependable

Bringing our expertise, care and judgement to guide us and our customers through complex and challenging times, determined to take people to a better place in their financial future.

Stronger together

Using our diversity and our relationships – learning from each other – to create one business with better opportunities for our people and better outcomes for our customers.

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Our colleagues

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Rewards and benefits

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