Join the firms who have already taken up the new telephone services via the Adviser Helpline (0800 092 1228).
For the first time, firms now have access to information on their clients’ NS&I holdings over the phone. These services have been introduced in response to feedback received from financial advisers and their colleagues, highlighting the need to make NS&I easier to work with.
The new services feature:
• Increased speed of access
• More client information available to advice firms
• New indefinite ‘Client Letter of Authority Template’
• A ‘Terms of Business Agreement’ to protect all parties
• Whole firm access to information
Note:A single signed Terms Of Business Agreement between NS&I and your advice firm, and a signed Letter of Authority from each client, is required in order to obtain information on their holdings with NS&I. Please ensure that you have a Terms of Business Agreement in place before attempting to register any Letters of Authority.
More information
Further information on these service enhancements is available on the Adviser Centre nsandi-adviser.com, and both documents referenced above can be downloaded from this site.
Next
Later in 2018, NS&I is planning to launch online access to information on clients’ NS&I holdings. This will be via secure log-in on nsandi-adviser.com
