AXA Wealth is rolling out an online pension top-up service to assist advisers. The aim is to help advisers whose clients are looking to make the most of their annual pension allowance before the end of the tax year. The new service allows advisers to make one off payments into AXA Wealth's standalone products: the Retirement Wealth Account, AXA Wealth's flagship self-invested personal pension, and Individual Personal Pension.
{desktop}{/desktop}{mobile}{/mobile} The IFP corporate member's online client management system service allows advisers to see the total amount invested in the policy, the transaction history, fund switch options and the current value. Nick Elphick, managing director of 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 tax 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."
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