Scottish Widows adds flexible options bond to extranet

clock

Scottish Widows has added online processing to it's extranet to allow advisers to submit applications and get illustrations for its flexible options bond.

The new system, which went live on the extranet on Monday, aims to make it easier for advisers to set up a flexible options bond, by reducing the processes needed to submit an application or to get a product illustration. Scottish Widows says online applications for the product will now be reduced to one request to a single, secure source, instead of advisers having to make separate requests for both a quote and an application. Ross Jackson, savings and investments marketing manager at Scottish Widows, says: “This latest addition to our extranet will help advisers save time and money, a...

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

Advisers can boost client communication by embracing AI

Advisers can boost client communication by embracing AI

Effective utilisation of AI offers great potential client benefits

James Tucker
clock 01 May 2024 • 4 min read
Optimal efficiency: Is 2024 the year of the advanced data strategy?

Optimal efficiency: Is 2024 the year of the advanced data strategy?

'Data without context, however, is simply a buzzword'

Russell Andrews
clock 30 April 2024 • 5 min read
'Get started now': Putting AI to work in financial advice firms

'Get started now': Putting AI to work in financial advice firms

'Dive in so you can learn and grow together'

Stu Breyer
clock 24 April 2024 • 4 min read