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Together, we can support families in providing for today and tomorrow

Together, we can support families in providing for today and tomorrow

Discover how we can support your clients and your business

As a specialist protection and investment bond provider, HSBC Life has over 30 years of experience. Whether you are a protection or investment adviser wanting to know more about what we do, you’ll find all the information here.

  • We provide life protection, critical illness cover and onshore investment solutions designed to protect your clients’ families and help you plan for their future
    • We deliver a personalised service that’s part of HSBC, one of the world’s biggest banking and financial services organisations
    • We take the time to understand you and your specific business objectives
    • Our setup process is easy and you’ll receive all of the ongoing support you and your clients need

  • Whichever stage in life your client has reached, our selection of life insurance and critical illness products has been designed to match their needs. We support your protection advice with simple straight through processing and added value services
    • No pre-sale medical examination, GP report or telephone required
    • An underwriting process with a digital application that provides an instant decision
    • Access to HSBC Life Online Health Services*, an app-based service, for expert medical assistance and wellbeing support at no extra cost

  • Whether your clients are investing for growth, income or inheritance tax reasons, the 5 star Defaqto rated** HSBC Onshore Investment Bond offers them a range of valuable tax-effective options
    • Access an investment choice of over 3,800 funds from more than 200 fund managers
    • Online application, transparent reporting and competitive charging structure
    • Flexibility to divide the bond into multiple policies and switch assets within it without charge

*The selection of health services, offered by Square Health, is a non-contractual benefit. The services provided are not part of the insurance cover your client’s policies provide.
**Our Onshore Investment Bonds are 5 Star rated with the exception of the True Potential version which has a 4 Star Rating.
HSBC Life (UK) Limited offers an excellent level of service for HSBC Onshore Investment bond as reflected by the Defaqto Gold Service Rating.