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 Phil Billingham recommends NS&I Why Phil Billingham recommends NS&I

“The growing relationship between NS&I and the Financial Planning profession helps us look after our mutual clients in a more ‘joined-up’ way.”

Phil Billingham - Chartered Financial Planner
Perceptive 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

To learn more about how we’re improving our services to advice firms, download the PDF:

New world, new NS&I

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.

2018

Enhanced Adviser Helpline launched; Indefinite Letter of Authority introduced

2018

Enhanced Adviser Helpline launched; Indefinite Letter of Authority introduced

2019

Online service launched

2019

Online service launched

2021

Further enhancements to online service:

2021

  • Improving the registration process
  • Improving the process for submitting application forms
  • Adding trust accounts to the online service
 

2022

Possible transactional access:

2022

  • Allowing advisers to transact on behalf of their clients
 

Figures correct as of January 2021

up to

32,800

unique visitors to the Adviser Centre each month

10,000+

financial advisers receive NS&I updates

FA advocacy score of

8.66
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.