The Exchange add PTA service to Exweb

clock

A new Pension term Assurance (PTA) service has been launched by The Exchange as part of its Exweb portal.

The Exchange, part of Vertex Financial Servces, says the new service aims to build on the existing quotation and e-business services already offered, with Exweb users able to review clients’ protection needs by showing a like for like comparison of the new style PTA products against traditional term quotations. From today Liverpool Victoria, Scottish Equitable, Legal & General and Friends Provident will have PTA products live on the service, with a further six providers scheduled to join the platform within the next couple of months. According to The Exchange, the Exweb PTA service wi...

To continue reading this article...

Join Professional Adviser for free

  • Unlimited access to real-time news, industry insights and market intelligence
  • Stay ahead of the curve with spotlights on emerging trends and technologies
  • Receive breaking news stories straight to your inbox in the daily newsletters
  • Make smart business decisions with the latest developments in regulation, investing retirement and protection
  • Members-only access to the editor’s weekly Friday commentary
  • Be the first to hear about our events and awards programmes

Join

 

Already a Professional Adviser member?

Login

More on Technology

Dynamic Planner CEO on AI's role in 'trusted advice'

Dynamic Planner CEO on AI's role in 'trusted advice'

‘The challenge is that delivering advice is hard’

Isabel Baxter
clock 09 December 2025 • 6 min read
FCA reveals first group of financial firms to take part in AI testing

FCA reveals first group of financial firms to take part in AI testing

To deploy ‘safe and responsible’ AI

Cristian Angeloni
clock 03 December 2025 • 1 min read
Providers have 'clear role' to help advice firms with AI governance support

Providers have 'clear role' to help advice firms with AI governance support

Less than 5% of advisers have a full AI policy

Isabel Baxter
clock 02 December 2025 • 3 min read