Pension and ISA business
Our latest version of Client Management makes it easy for you to quote and deal for clients’ ISA and pension investments. In addition, with our new product administration system, there are now more services and features to benefit you and your clients for ISAs and Investment Accounts.
New services and features you may have missed
- The option for your clients to hold cash in their accounts, giving you greater flexibility about how you manage fees and income. This can also be useful to hold part or all of a client’s ISA allowance in times of market volatility, as while in cash, the money remains in the ISA wrapper
- Enhancements to regular savings plans, including the option to define a set period for initial fees
- More processes online, including re-registrations, ISA cash transfers and Junior ISA investments
- Phasing lump sum investments for Investment Accounts over a period of time, just as you can for an ISA
You can find more information in our ‘Help and support’ area, which includes demonstrations and guides on how to use our services, for example, Bed & ISA and phasing investments. This is available once you have logged in. If you’re already logged in, click here.