Life Trust has added web functionality designed to provide a full self-service function for IFAs, including firm registration and real-time plan projections.
The firm says the improved website enables IFAs to access information needed for serving clients with greater control, convenience and efficiency. Online registration provides a quick way for advisers to register with Life Trust, allowing distribution of the Longevity Income Plan, while the simplified application process will also allow IFAs to make applications online and track their progress. Furthermore, advisers can create real-time projections of clients' plans online, including what would happen if they were to change the vesting age on the plan, using the self-service function. ...
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