Winterthur Life has launched a new online valuation fund switching and administration service for advisers called Policy Services.
The platform is designed to allow advisers to obtain up to date policy and portfolio information for clients with a Winterthur Life Personal Pension, Self-invested personal pension (Sipp), Trustee Investment Plan (Tip), Section 32 and Executive pension plan (Epp) contracts.
Key features include:
Andy Shepherd, new products manager, Winterthur Life, says: “The new Policy Services area is a powerful example of Winterthur’s continuing commitment to the adviser community, to help improve back office efficiencies at adviser firms and at Winterthur, and to help advisers provide even greater professional support to their clients.IFAonline
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