Welcome to Sheffield Mutual for Intermediaries
If you’re a customer please click here to return to the main site.
“We are proud to have been the UK’s number one provider of with-profits endowment regular savings plans for many years, according to the annual surveys published by Money Management magazine (last published April 2016).
If you’re a UK financial adviser or Paraplanner our Adviser Centre is just for you, providing you with:
- Secure on-line illustrations
- Product literature to download or print
- Fund Factsheet & Performance information
- Sales information sheets
- Other useful downloads specifically designed for advisers/paraplanners
To access our Adviser Centre you or your firm must be authorised and regulated by the FCA, either directly or as an appointed representative of a recognised network or principal.
If you’re already registered you can log in from this page or from the Society’s homepage.
If you’ve forgotten your password or log-in details please contact us.
Before submitting new business to Sheffield Mutual, a signed Agency Agreement and Terms of Business for Advisers must be completed and submitted. If you are interested in setting up a new agency please contact us for more information.
We’re also keen to hear from potential Introducers who can earn fees by simply referring clients to Sheffield Mutual. Potential introducers should contact us for more information.
If you have any questions or requirements please contact the Society’s Client Relationship Officer, Curtis Parker, on 01226 741000 or 07789 511229.
Are you an Introducer?
You can submit Introductions 24/7 via our simple online form - click here or the link is also available on our footer as pictured right.