Retirement View
Retirement View is our online quote and apply system that supports our savings and retirement products – bringing them together in a simple tool. It boasts many features, including:
Retirement View is our online quote and apply system that supports our savings and retirement products – bringing them together in a simple tool. It boasts many features, including:
A single quote request, summary and PDF report.
Delegated access feature – for paraplanners and administrators.
One online administration platform.
Assess performance against your client’s retirement plan – easily adapt solutions to meet their changing circumstances.
One signature-less online application.
A holistic view of all products within our savings and retirement offering.
Offers an aggregated view of your client’s requirement assets/income in one place.
Paraplanners and administrators play an important role in delivering great service - supporting financial advisers with the advice process and recommendations to clients.
We’ve developed paraplanner-level access to our Retirement View. This gives paraplanners and administrators access to generate illustrations and submit applications online. Work done in this way is on the adviser’s behalf – this is clearly stated on all output.
Delegated access means you can control who has access to create illustrations and make applications on your behalf. Here’s how it works:
Paraplanners and administrators can create illustrations and apply on your behalf, or a nominated financial adviser. Here’s how it works:
8.30am - 5.30pm Mon-Fri
TextDirect: first dial 18001. We will record or monitor calls for training and audit purposes.