Clients - Life & Pensions

“We are delighted to have been able to combine the market expertise of Scottish Widows with the technology expertise of Distribution Technology to provide such innovative support for advisers” Ian Naismith, Head of Pensions Development, Scottish Widows

“The challenge is to ensure that the online component of the retirement planning service we are currently piloting is functional, intuitive and flexible. Distribution Technology is helping us meet these aims and build closer relationships with people saving for their retirement.” Steven Zuanella, Head of Online, Prudential

“Our overall aim is to make financial advice more accessible to consumers, and the new online ‘Financial Check-up’ provides a rapid and valuable ‘first step’ assessment of their financial needs. In many cases our members and customers are looking for help and assistance with their finances before contacting, or meeting with, a financial adviser. ‘Financial Check-up’ delivers this in a convenient and intuitive manner.” Robin Willison, Financial Advice Services Director, LV=

Friends Provident International have launched Dynamic Portfolio Planner International (DPPi) in Hong Kong.

Friends Provident is a leading UK FTSE100 financial services group. In the UK, Friends Provident provides a range of protection, pensions and investment products for individual customers and corporate clients.

“Investment Planner is a significant addition to our investment process and helps to enhance the efficiency we offer to IFAs and the value they give to their clients. We are pleased to work with Distribution Technology and offer this support to our IFAs through the Canada Life websites. The risk profiling questionnaire allows for clearer and more focused advice for the client with a comprehensive report available to support the recommendations made.” Joanne Evans, Marketing Director Canada Life.