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We have invested heavily in a new administration platform as well as dedicated servicing support. The web based technology should get the business on the books quicker than the more traditional methods. Our administration platform also allows quick and easy access to up-to-date valuations and other detailed policy information. Unlike some other SIPP providers, we update fund valuations on a daily basis and do not charge for this service. The trading platform offers a streamlined end-to-end process for buying, selling and switching between funds and asset classes. In addition to our web services, we have a team of dedicated specialists dealing with enquiries and administration throughout the lifetime of a client’s policy.
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I usually find its poor provider administration that lets down a perfectly good proposition. How does the Retirement Account differ?
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