Axa Wealth has unveiled a new online pension top-up service for its Retirement Wealth Account and Individual Personal Pension.
The new service will support advisers with clients who are seeking to make most of their annual allowance before the tax year-end.
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The online tool will enable advisers to make one-off payments into Axa Wealth’s standalone products including the retirement wealth account, flagship self-invested personal pension, and individual personal pension.
Using this service, advisers will be able to view the total amount invested in the policy, the transaction history, fund switch options and the current value.
The single contribution service will be accessible for advisors through the online client management system.
In addition, the new service features additional benefits including quick and efficient online application, simple online signature, find and add funds easily as well as no need to print-off an application form.
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By GlobalDataNick Elphick, managing director, AXA Wealth Specialist Products, said: "With this new service advisers can top-up client’s pension contributions to ensure they are making the most of the tax allowances available to them.
"Pension provision is a huge area for advice in the run up to 5 April and there are a number of important taxes planning points to bear in mind. Our new service aims to help advisers, who are already busy, manage their client’s pension contributions in a streamlined way," Elphick added.
