With their new streamlined and digitalised trust process, you can now create a trust for new applications in OLPC in just a few simple steps.
It’s so easy to complete. They’ve taken the hassle out of completing a trust:
• Removed the need for signatures
• Pre-populated information so there’s less to enter
• Created ready-made groups who can benefit
By completing a trust online, it will help to reduce errors by removing the need to duplicate information, as well as remove the complexity associated with completing a trust form with your customers – making it easier for everyone. They will even make sure you, the trustees and the customer get sent a copy of the trust either by paper or by making it available online.
Going further for your customers
Legal & General have introduced some new benefits for your customers too. Your customers can now choose to retain a % of their terminal illness or critical illness benefit and can also now make some changes to their policy without consulting the trustees for approval.
See for yourself how easy it is to set up
To view their range of trusts available online and discover how easy it is to place your customers policy in trust, visit their new page on their adviser centre.