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Welcome to RL360's
dedicated financial adviser website
For financial advisers only
Not to be distributed to, or relied on by, retail clients
Main navigation
- Online Services
-
Products
- Regular Savings:
- Regular Savings Plan
- A savings and investment plan for global investors.
- Regular Savings Plan Malaysia
- A savings and investment plan for Malaysian residents.
- Quantum
- Closed to New Business as at 1 July 2019.
- Quantum Malaysia
- Closed to New Business as at 1 July 2019.
- Paragon
- Closed to New Business as at 1 July 2019.
- Lump sum:
- Oracle
- Our classic lower lump sum investment plan.
- PIMS
- Our bespoke open architecture lump sum investment plan.
- Investment Platforms (Wraps)
- RL360 is an experienced provider of offshore bonds.
- Protection:
- LifePlan
- A life assurance protection plan for International clients.
-
Funds
- Education:
- Fund updates
- Fund articles
- Fund knowledge centre
- Responsible investing
- Model Portfolio Solutions
- Live product fund centres:
- LifePlan
- Oracle
- Regular Savings Plan
- Regular Savings Plan Malaysia
-
Planning
- What's new:
- Articles
- All of our latest articles and sales aids.
- Tax Reporting:
- AEOI (FATCA + CRS)
- This section explains the Automatic Exchange of Information regulations.
- UK Chargeable Events
- This section explains how the chargeable events regime works.
- Trust & UK IHT Planning:
- What is a trust?
- What is a trust and how can it help your clients?
- Which trust?
- Use our tool to help find out which trust might be suitable for your clients.
- Our trust range
- Find out how RL360's trust range could help your clients.
- Retirement Planning:
- UK & International Pensions
- Learn about some of the most popular pension schemes.
- Tech Library:
- Planning downloads
- All our trust, tax and planning literature.
-
Toolkit
- Online services:
- Getting started
- New business
- Policy servicing
- Switching & dealing
- Calculators:
- Future investment value
- Regular savings
- Impact of inflation
- Inheritance tax (IHT)
- Compound IHT
- Discounted gift trust
- Education fee calculator
- Retirement calculator
- Resources:
- Currency converter/Exchange rates
- Jargon buster
-
Downloads
- About us
- All you need to know about us
- Products
- All the downloads you need for each of our products
- Español/Português
- Descargas de literatura en español
- Downloads de literatura em português
- Funds
- All our fund downloads for every product and range
- Planning
- All our trust, tax and planning literature
- Adviser forms
- All the forms you need to do business with us
- Client forms
- All the forms you need to service your client's policy
-
About us
- About us:
- 360 overview
- Our Isle of Man location
- Offshore advantage
- Financial strength
- Awards
- Online excellence
- Corporate and Social Responsibility
- Athlete sponsorship programme
- Youth cycling sponsorship programme
- Acerca de nosotros (en español)
- Sobre nós (em português)
- Contact us:
- Customer services
- Sales
- Our offices
- Latest 360 news
- RL360 in the news
- Corporate news
- Product news
- Fund news
- Adviser transition
- Help
Whether it’s saving for your retirement, your children’s education, building your legacy or becoming financially secure, saving regularly can help you realise your dream.
If you have a lump sum and are looking for better returns than bank deposits we have options to help you grow your wealth.
Protecting the people that matter most is one of our universal drivers. Knowing whatever life throws at us our family’s standard of living is protected gives us the peace of mind to relax and enjoy the years ahead.
Our ambition is to support a happy and financially stable future for our clients.
At RL360 we aim to deliver exceptional financial solutions to our customers around the world.
Why our Isle of Man location provides our policyholders with security and peace of mind.
Find, research and compare a wide range of funds across all of our product fund centres.
Take efficiency to new heights and submit RSP applications online, visit rl360app.com.
Keep up to date with all your clients' plans in our Online Service Centre.