Retirement Planning
Exweb's comprehensive service offers a one-stop shop for intermediaries to quote and apply online for retirement products on behalf of their clients.
Key features at a glance:
- Quotation service – a compliant service supporting stakeholder and non stakeholder for the employed and self-employed, pension term assurance and executive pension schemes
- Annuity service – allows advisers to compare and select the best income for clients
- Equity Release - enables advisers to research, quote and source lifetime and reversion products
- Pension Tools – a range of powerful support and analysis tools designed to help you make the most of new business opportunities and to enhance sales, compliance and administration processes
- Synaptic Smart Search – providing fast, accurate and fully detailed product information
- Specialist Pension Services – designed to help give effective retirement planning advice in key specialist areas