Investment Advisers
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Investment products
Our award- winning open architecture Onshore Investment Bond offers flexibility and choice.
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Technical Centre
Guidance on taxation, wrapper comparison and Trusts
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Doing business
We make it easy for you to support your clients and their families, and help your business thrive.
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Learning and CPD
Access training resources for your ongoing professional development.
Why HSBC Life for Onshore Investment Bonds?
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Access to over 3800 funds from more than 200 Fund Managers
Open architecture provides choice of Investment Trusts, Open Ended Investment Companies, Unit Trusts and Exchange Traded Funds
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Multi-life, multi-owner financial planning
Financial planning for individuals allowing up to 10 lives insured and 10 policy owners, plus Tax planning opportunities for Limited Companies.
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Backed by HSBC bank
HSBC Life was started as a standalone company more than 30 years ago, bringing the reassurance and credibility of the HSBC brand to advisers and their clients.
Awards and recognition
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Sources:
* Defaqto Bond Review 2024
** Defaqto Bond Service Ratings 2024
*** Defaqto Bond Review April 2024
What advisers say
Lee Robertson, OCTO
“The HSBC Life Onshore Bond is a very strong addition to the planning opportunities for financial advisers, delivering tax efficient advice to their clients. Additionally, the superb technical support means advisers are very well catered for in terms of taxation, technical and scenario planning.”
Paul Eason, RMI
“Since investment bonds are highly relevant back in fashion due to recent tax changes, our contact at HSBC Life has been instrumental in supporting our team with regular updates, assistance on complex cases and technical guidance. The products and servicing are first rate and we feel well looked after.”