How can we help?
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Why are NS&I products not available on platforms and/or back-office systems?
The launch of the dedicated online service for financial advice firms was the first step in our plans to form closer ties with advice firms.
NS&I is currently going through a multi-year transformation programme. As part of this, we want to explore other service enhancements such as transactional access and links with platforms, back office systems and/or cash management systems. Our research will help us to prioritise the most important service enhancements first, based on the needs of advice firms.
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Can an NS&I Junior ISA be held alongside a Child's Trust Fund or other cash Junior ISA?
No, your client will have to transfer in the balance from the Child Trust Fund or other cash Junior ISA.
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If I want to find out information on NS&I holdings held in a SIPP or SSAS how should I complete the ‘Terms of Business Agreement’ and ‘Letter of Authority Templates’?
You will have to complete a Terms of Business Agreement for your firm. The Letter of Authority must list all trustees’ names in paragraph 1 and the signatures of all trustees responsible for the account will be required on the completed Letter of Authority.
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If I want to find out information on NS&I holdings held in a Trust how should I complete the ‘Terms of Business Agreement’ and ‘Letter of Authority Templates’?
You will have to complete a Terms of Business Agreement for your firm. The Letter of Authority must list all trustees’ names in paragraph 1 and the signatures of all trustees responsible for the account will be required on the completed Letter of Authority.
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Do I need to complete a new ‘Letter of Authority Template’ for every client?
Yes, unless one has already been registered with us since March 2018.
We launched a new template in late February 2018, as part of the introduction of our new adviser phone service. As a result, we will need a new one completed for every client that has NS&I holdings and that you would have access to (unless you’ve supplied one after the beginning of March 2018).
However these are now held on file and so once registered with us they will be retained for future reference for as long as the arrangement remains in place and in line with our record retention policy.
Only this template can be used to access information on your clients’ NS&I holdings.
Adviser email updates
Adviser email updates offer the quickest, easiest way to stay up to date with the latest news on our products, interest rates and other important developments affecting advice firms.
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