Advisers selling Legal & General’s Retirement Income products will now be able to use the Track My Apps system to track the progress of client applications.
18 Feb 2019
Legal & General has announced the launch of Track My Apps, a new tracking service from industry FinTech company Origo, which will support advisers selling its retirement income range of products from fixed-term annuities to lifetime annuities.
Advisers will be able to see detailed progress of their clients’ pension transfers online, allowing them to manage their clients’ expectations while reducing the need for phone calls to check on an application’s progress.
Track My Apps uses Origo’s Transfer Tracking technology and forms part of its Integration Hub services, where real-time data is provided directly to Legal & General’s adviser portal.
Jon Scannell, Distribution Director, Retirement Income at Legal & General: "The launch of Track My Apps for advisers is just the initial phase of our digital investment and we’re focused on further improving the service we provide to financial advisers."