Over the last few years we’ve worked closely with our advisers to develop systems and processes that really make a difference to the way you do business. Thanks to your feedback we’ve developed some market-leading systems for annuities. We launched these on 21 July 2008.
- Flexible adviser remuneration
We can help you advise more clients profitably as you now have more choice to agree with your client how you’re paid for your advice. - Online application process
Save time and reduce errors by using the quote details to fill in the application form. With one click you can then send that form direct to us online. - Online case tracking
Keep your clients updated at every stage by checking the progress of your quotes, applications, final quotes and completed cases online. - Best rate guarantee*
All quotes are guaranteed until 21 days after the next rate change. - Improved customer experience
Slicker processes and new literature to better reflect your clients’ investment.
* For conventional annuities