Marketing toolkit FAQs

Our toolkit includes a wide range of resources, split across print and digital formats. Print materials include event banners, flyers, lifetime mortgage guides, misconception guides, posters, and press adverts. Our digital resources include social media carousel ads, LinkedIn banners, animated GIFs, presentations, and client scenario PDFs. This is just a snippet of the items we offer - more resources can be found here.

Yes! Our toolkit is designed to support your business growth by providing ready‑made, high‑quality marketing materials. These resources help you reach new audiences, strengthen relationships with introducers and stay connected with existing clients.

Absolutely. We tailor your items with your business colours, logo, and disclaimers so they reflect your brand and meet your compliance requirements.

All our toolkit materials are signed off by our compliance team before being made available. However, advisers must also obtain approval from their own compliance team before using them.

Our marketing toolkit is a free service with an allowance for each adviser. If you have already used the toolkit within the year and want to find out if you have some of your allowance left for another item, simply contact your Telephone Business Development Manager and they can check for you.

Once you have chosen your preferred item, simply fill in our toolkit enquiry form here. If all information has been provided correctly, then you do not need to do anything else, and a member of our team will shortly be in touch with draft copies of your items for your approval. If we require further information, we will contact you first.