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:

  • 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.

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New here?

If you don’t have an agency with us, you can register. This gives you access to our secure services, like Savings and Retirement Quote and Apply.

Delegated access – for paraplanners and administrators

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.

Key information for you

Delegated access means you can control who has access to create illustrations and make applications on your behalf. Here’s how it works:

  • You and your users (with delegated access rights) need to have the same Firm Reference Number. This means user access is not suitable for those using outsourced resources.
  • Once your user is registered with us, you can select them within the ‘user access’ tab. Here you can give access to create illustrations and apply on your behalf.
  • You can have multiple users working on your behalf.
  • Once a user is selected, they will automatically be provided with 12 months' authorisation to act on your behalf.
  • When an authorised user creates a quote or applies a quote, it will be tagged - so you can keep track of it.
  • It is your responsibility to manage access for any user that should no longer have access to your account. If your user has left the business, then you should cancel their online account profile with our agency team.

Key information for your delegated user

Paraplanners and administrators can create illustrations and apply on your behalf, or a nominated financial adviser. Here’s how it works:

  • Delegated users can work for multiple financial advisers (within the same Firm Reference Number.
  • Delegated users need to select the financial adviser they want to work with at the start of each session.
  • If a delegated user wants to change the financial adviser they are working for at any time, they simply go back to the home screen and select the chosen financial adviser from the drop down menu.
  • Delegated users will be able to view all current quotes for the financial adviser they are authorised for, including those raised by another delegated user.
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0800 032 8633

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