Menu Search

Adviser Centre

Frequently asked questions

In this section you’ll find the answers to the most frequent questions asked by advisers about NS&I

  • Where can I find the customer reference number?

    This 8-digit reference number will be quoted on the letter which is sent to you by NS&I confirming the successful registration of your customer’s Letter of Authority.

  • Where can I obtain a copy of the Terms of Business agreement and/or Letter of Authority documents?

    You can download copies of both documents from NS&I’s Adviser Centre website.

    Obtaining client information

    Please send your completed documents to NS&I, Sunderland, SR43 2SB.

    Note:

    Only the NS&I templates will be accepted.

  • Which NS&I investments can be held in a SIPP or SSAS?

    Some of our investments can be held in a SIPP or SSAS, in the form of a pension trust holding. However HMRC’s permission is not a guarantee that a provider will allow an investment in their schemes. Always check with the SIPP or SSAS company concerned.

    Our investments that may be held in a SIPP or SSAS are:

    • Fixed Interest Savings Certificates
    • Index-linked Savings Certificates
    • Guaranteed Growth Bonds
    • Guaranteed Income Bonds
    • Income Bonds

    Please note that some of the above products are not always on sale. Please check our Adviser Centre for more details.

    Our investments which are not permissible in a SIPP or SSAS are:

    • Direct ISA
    • Premium Bonds
    • Direct Saver
    • Investment Account
    • Junior ISA

    Find out more

  • Which NS&I products can be held in trust?

    Our investments that may be held in trust are:

    • Fixed Interest Savings Certificates
    • Index-linked Savings Certificates
    • Guaranteed Growth Bonds
    • Guaranteed Income Bonds
    • Income Bonds
    • Investment Account

    Please note that some of these products are not always on sale. Please check the Adviser Centre for more details.

    NS&I investments which may not be held in trust include:

    • Direct ISA
    • Premium Bonds
    • Direct Saver
    • Junior ISA

    Find out more

  • Why am I not getting news updates from you since I have recently completed the form on the bottom of the home page?

    Have you also registered with the online service? If so, it may be because you have opted out of email marketing. Requests for updates via our website do not override marketing preferences set when you register with the online service. Please check and update your marketing preferences on your online service profile.

Adviser email updates

Adviser email updates offer the quickest, easiest way to stay up to date with the latest news on our products, interest rates and other important developments affecting advice firms.

In order for us to send you adviser email updates, please provide your contact details.