Savings and Retirement Quote and Apply
Savings and Retirement Quote and Apply 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:
Savings and Retirement Quote and Apply 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 Savings and Retirement Quote and Apply tool. 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:
9.00am - 5.00pm Mon-Fri
TextDirect: first dial 18001. We will record or monitor calls for training and audit purposes.