Self-invested pension scheme provider Talbot and Muir has upgraded its website to help advisers cut down on time spent on administration.
The changes include a new section dedicated to property investments and administration, an application form ‘wizard’ and an update for online application forms.
Feedback received from advisers suggested that what was of most interest was access to all the property documentation and forms in one place, along with a technical ‘questions and answers’ section, the firm said in a statement.
To help with the move to online forms, the wizard enables self-registration to cut down on completion of long agreements, applications stored securely behind a two-stage authentication log in process. Forms can also be returned if there is missing data or changes that need to be made.
Talbot and Muir also reviewed online illustrations, saying advisers are better served by these being completed in house and emailed to the adviser. They will be completed on the same day if the request is received before 4pm, with most sent on the same day irrespective of the deadline.
Claire Trott, head of pensions technical, said: “The investment we have made into our web and online services is further evidence that we are committed to providing exemplary service and support to advisers for the long-term.”
Elsewhere, True Potential Investments has made its investor application available on the new Apple Watch, becoming the first finance firm to do so.
Some of the features users can manage through their Apple Watch include tracking progress against investment goals, accessing real-time portfolio valuation and impulseSave technology, allowing top-ups into investments from £1.
Daniel Harrison, managing partner at the firm, said: “With technology that people use every day, such as mobile phones and now smartwatches, we can turn spenders into savers and get people in to the habit of investing.
“We wanted to be the first to add this kind of functionality to Apple Watch because we know that Apple has a knack of catching the zeitgeist and we pride ourselves on being first when it comes to personal finance technology.”
peter.walker@ft.com
