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: A new online valuation facility, including policy performance and portfolio information. ‘Straight through’ automated online fund switching and premium redirection. Available on all personal pensions, Sipp, Tip, Section 32 and Epps. ‘One minute’ client summary report which can be download...
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