Suffolk Life has launched a new look website designed to help advisers in their pre and post retirement planning for A-day and beyond.
Some of the new functions on the website include a Sipp illustration wizard, comprehensive information about Sipps, including case studies, news and an income drawdown calculator.
Suffolk Life describes the Sipp illustration wizard as a tool that helps advisers produce online illustrations for clients. It includes straightforward projections, along with a “what if” function that allows clients and advisers to plan for various scenarios which may affect a client pre-retirement.
John Moret, sales and marketing director at Suffolk Life, says: “We have spent a great dela of time ensuring that our website developments meet the needs of the advisers that work with us. Many have been involved from the inception stage and others at the testing end. This will be the first of many developments in the coming months; we are delighted with theresults and are sure advisers will feel the same.”
Meanwhile, Chris Jones, head of corporate development, says the new website is the first step in delivering back office functionality via the web, and the next step is online access to Sipp valuations and other records, which will be available to advisers over the next three months.
If you have any comments you would like to add to this story or would like to speak to its author about a similar subject, telephone Nyree Stewart on 020 7968 4558 or email [email protected]IFAonline
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