Supporting you

At OneFamily, we believe in inspiring better futures through our products and services, as well as the work we do in our communities

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How we can support you and your customers

We’ve 49 years’ experience of being a trusted provider of financial products for every key milestone. We have nearly 1.6 million customers, and hold over £5.5 billion in funds under management.*

We support our intermediary partners and their customers in a variety of ways.

  • Our products are expertly designed, trusted and award-winning. We offer flexibility in terms of extra services and payment features, so they can be tailored to meet the needs of your individual customers.
  • We have a dedicated specialist Sales Support team on hand to help with any queries or to support you with training, guidance and tools.
  • Our secure online portal allows you to submit applications 24/7.
  • We provide useful tools and calculators along with resources and topical insight.

*Correct as at 12 May 2024

Logo for the Equity Release Council, below it reads: "25 years of safe equity release, since 1991"

In fact, we’ve been creating innovative, flexible products that help families deal with ever-changing financial needs since 2014, when Family Investments and Engage Mutual merged to form OneFamily.

And we continue to achieve industry recognition for these products, as well as for the service and support we give to Advisers and customers alike. This includes a five-star rating from Defaqto for our Over 50s Life Cover.

Defaqto logo - 5 stars, captioned: "Over 50s Life Assurance 2024 - Expert Rated"
A man and a woman standing together, reading through a OneFamily Over 50s life cover brochure

Learn more about us and our products

Give our Intermediary Sales Support team a call and they'll answer and questions you might have?

Meet the team

Become one of our approved Adviser 

Register at the link below to be able to obtain quotes and submit Over 50s Life Cover applications for your customers. 

Register now

Supporting our members and communities

Our Inspiring Better Futures vision drives our commitment to supporting our members, colleagues and communities. It’s embedded in everything we do, from the charities we work with to how we design our financial products.

We work with charities that share our goals to support financial wellbeing, provide access to education and improve life chances.

How we’re Inspiring Better Futures

A person wearing headphones reads a book while using a laptop in a library.

Young Person’s Education Grants

When you work with us, your customers can apply to help a young person with the cost of education, training or apprenticeships.

We’re proud to have awarded over £52,000 to 210 young people through our Young Person’s Education Grants in 2022, helping them to invest in a better future.

Find out more about our Young Person’s Education Grants
A man holding a child, dressed in yellow

Our charity partnerships

We’ve established long-term partnerships with several charities that share our values. We provide them with both financial assistance and hands-on support.

All OneFamily employees get three days a year to volunteer for a charity they support, as part of our commitment to giving back to our communities.

Find out more about our charity partnerships

OneFamily Adviser

The OneFamily adviser website is for financial advisers.

The materials on the adviser website are intended to be used by financial advisers only. If you are not an adviser, please click the ‘I’m a customer’ link to see available products on our customer website.