Advisers can now write Business Protection and Relevant Life plans in trust via self-service portal
Aviva has launched an online trust solution for advisers writing Business Protection and Relevant Life policies for clients. The online process allows advisers to set up a trust as part of the main protection application using Aviva's ALPS self-service portal, so the trust is in place from the outset of the policy. The process is signature-free and without delay, the firm said. "This development is great news for advisers and we are keen to highlight the speed and ease with which advisers can...
Launching later in 2019
Considered least important
Research from Canada Life
Putting the tech into protection