In May last year NS&I launched a new online service, which gives advice firms quick and easy access to view their clients’ NS&I holdings. This has been very positively received and a lot of financial advice firms are impressed with the amount of time and hassle it has saved them.
The new online service will allow your firm to:
- View your clients’ NS&I portfolios (subject to a Letter of Authority)
- Get a valuation of their fixed term investments and see maturity dates
- See copies of your clients’ NS&I statements and other communications
- Look at your clients’ Premium Bonds prize history
Over 550 advice firms have already registered for the new service, so why not join them to find out how much of a difference the online service could make to your firm.
Also, with spring just around the corner, NS&I is preparing to get back on the road…April’s first stop will be PA360 in London, followed by the Owen James ‘Winning Advisers’ event in York. May will find us in Norwich at Professional Paraplanner, with a quick return to the Emirates Stadium in London for Money Marketing Interactive.
If you are attending any of these events, come and talk to us to find out more about the benefits of our new online service as well as the latest product developments.
Finally, stay updated on our upcoming events and NS&I news by signing up to our adviser news updates. You can do this by completing the simple form at the bottom of the homepage on nsandi-adviser.com.