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The new Just portal is designed to make your life easier. You can now quote and apply for pension annuities entirely online.
You’ll be able to apply directly on the Just portal using guaranteed quotes produced via your chosen aggregator. It’s quick and easy, saving you time and giving you a seamless digital experience from start to finish.
Here’s how it helps you:
- No more re-keying: You only need to key in your client’s details once. This not only frees up your time but also helps remove the risk of manual errors that can sometimes cause delays.
- Safe and secure: The system is protected behind your login and includes an extra layer of security verification, so you can be confident your client’s information is kept safe.
- Easy client communication: The system generates secure links for you to send directly to your client, so there’s no need to rely on the post or wait for paperwork to arrive.
- Paper still supported: If you or your clients prefer the traditional paper-based process, that’s absolutely fine—they’ll continue to support paper submissions as well.
- Your BDM is still here: Even when you’re using the Just portal to transact business, you’ll have the support of your usual BDM.
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