How can we help?

I have received my activation emails, but it has expired, can a new one be sent?

Yes, please contact the Adviser Helpline on 0800 092 1228 and they can arrange for a new email to be sent.

Our firm has just acquired another firm and their clients. The firm has an existing Terms of Business (ToB) agreement in place with NS&I, and Letters of Authority (LoAs) too.

However, we too have these in place with yourselves. What if anything, do we need to do?

The existing ToB that you have in place still stands. However, we will need new LoAs signed by the clients of the firm that has been acquired, and showing your company details on them, to enable your firm to have access to information on their accounts with NS&I.

We have already completed a Terms of Business agreement and client Letters of Authority for the phone service, do we need to do these again for the online service?

No, you do not need to complete a new Terms of Business agreement and any new client Letters of Authority.

However, we have updated our Terms of Business agreement to reflect the introduction of the new online financial adviser service.

The latest version of the Terms of Business is available to view and download on nsandi-adviser.com.

If you are happy with the changes then you don’t need to do anything or send us any new documents.

I am already registered for your phone service; can I still use your phone service if I register for the online service?

Yes, you will still be able to use both services. Your new login credentials can be used to access client information online.

To access client information via phone, you will continue to use the unique reference number provided on the acknowledgement letter we send you after receiving a Letter of Authority.

Why can I not use my online service login details to gain access to my client’s information via the phone?

The NS&I adviser number which you are provided with and the password you create can only be used to access the online adviser service. However, as part of the continued improvements to how advisers can access NS&I customer information, we are looking to enhance the phone service, linking it with the online adviser service, allowing you to use one set of credentials for both online and over the phone. We will let you know when this happens.

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.

In order for us to send you adviser email updates, please provide your contact details.