Standard Life develops trust tracking facility

The trust tracking facility is available through the “Client View” aggregation service on the adviserzone and is designed to complement the new business tracking for applications and increments. It is available for bonds and provides a real time status report on the trust application, which Standard Life says is of particular use with Discounted Gift Plan applications where underwriting can be involved. For example, it claims an adviser can check if a GP Report has been requested or received, giving the adviser a real sense of where the case is. Julie Hutchinson, national development ...