Financial Planners are to get online access to information about their clients’ NS&I holdings as part of a web services upgrade.

NS&I has today launched a new version of its dedicated website for Financial Planners and Paraplanners.

The organisation revealed that further redevelopment is on the way to give financial advisers something it said “they have been requesting for some time”.

That is, online access to information about their clients’ NS&I holdings.

More details about this will be confirmed in the coming months.

Longer term, the organisation aims to launch a mobile app for advisers and add NS&I products to platforms.

The latest features of the re-launched Adviser Centre, available immediately, have been developed using feedback from advisers, the organisation reported.

Andrew Pike, head of intermediary relationships at NS&I, said:
“This new version of our Adviser Centre is part of a bigger programme of improvements to the service we offer financial advisers – all designed to make doing business with NS&I much easier.”

The organisation said that the new features of the site include:
· A new look
· Easier navigation and simplified content, to help advisers find what they’re looking for more quickly
· Expanded ‘Resources’ and FAQs sections
· Monthly research polls
· Full optimisation of the site for all mobile devices, frequently used by advisers
· Details of plans to enhance services for advisers

NS&I said the Adviser Centre attracts around 14,000 unique visits a month, and assuming most of these are financial advisers, this represents roughly two thirds of all advisers in the UK.