Our services to Financial Advisers

Due to the importance we place on our relationships with financial advisers, we offer a range of dedicated services to enhance your experience of dealing with NS&I

Why Josh Lamb recommends NS&I - the image is of two ladies talking and smiling, the lady facing the camera has her glasses perched stylishly on the top of her hair Why Josh Lamb recommends NS&I - the image is of two ladies talking and smiling, the lady facing the camera has her glasses perched stylishly on the top of her hair

“The NS&I online service is an essential part of our ongoing advice process. The NS&I system matches the excellent products on it. It is a must-have.”

Josh Lamb, Chartered Financial Planner
Swallow Financial Planning

Our services for financial advisers include:

  • Dedicated website and helpline (0800 092 1228)
  • Secure online and phone access to information about your clients’ NS&I holdings
  • Dedicated email address for advisers (adviser@nsandi.com)
  • Regular news updates by email

We launched our secure online service for financial advisers in 2019, giving firms faster and easier access to their clients’ NS&I holdings. Designed based on feedback from advisers, and delivered as part of a wider modernisation program within NS&I, this dedicated service is just one of the ways we’re making it easier for advice firms to do business with us.

Find out more: Obtaining client information

Looking ahead, our plan now is to modernise our remaining legacy processes and explore other ways we can improve the service we offer the advice industry.

Figures correct as of June 2023

Over

5,000

unique visitors to the Adviser Centre each month

Over

11,000

financial advisers receive NS&I updates

FA advocacy score of

8
out of 10

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.