Smarter sourcing Better business

The Exchange

The better way to source the right protection and retirement products

The Exchange is the UK’s market-leading quote and apply portal for financial professionals. It makes finding and applying for the right products easy - saving time and reducing the cost of advice.

The Exchange provides the ability to research, quote and compare clients’ protection and retirement needs quickly and easily. It generates real-time quotes in seconds and applications are automatically pre-populated with client data—so it's easy to apply online at the touch of a button.

The protection and retirement sourcing portal trusted by the industry

  • The UK's longest established portal supported by all the leading providers and 38,000+ users, with service availability of 99.95%
  • Comprehensive range of protection, annuities and equity release products, and more than 120 million quotes and 500,000 new business transactions a year
  • Automatically compares single against multi-benefit products on a single screen, with the option to compare up to five protection benefits at same time
  • Developed for speed and accuracy, with no re-keying and applications pre-populated at the touch of a button
  • Unlimited 24/7 access, with an extensive range of support tools, from only £10 a month.
Fact sheet

Join the UK's number one marketplace and connect with the leading providers and 38,000 users.

Introducing Xplan Mortgage, powerful mortgage and protection software on the same platform.

Xplan Mortgage helps you deliver an even better mortgage and protection experience by bringing together Trigold & The Exchange data on one platform, accessible from all digital devices.

Find out more