NextGeneration Digital Tools

One of the key features of NextGen sites is our digital tools. Each tool has been selected to provide you with a means to meet client needs around accessing information, saving time and even transaction business.

Here we provide details of the tools available through NextGen:

    Earn Additional licence/ charge
Investments solutions      
Children's ISA  
Cash by Octopus Investments  
Protection solutions      
GI quote and buy – The Source  
Life & CI quote and Buy – Direct life (WOM)  
Mortgage solutions      
Mortgage Brain  
Client portals and planning tools      
Personal Finance Portal – Intelliflo  
Retirement planning      
Pension Monster  
Cash management      
Deposit Sense  
Octopus energy switch  


Best Buy Table and Mortgage Search plug-in

These interactive plug-ins enable visitors to your NextGen site to search for a mortgage or view today's best mortgage deals - whether using a phone, tablet or computer.

  • Fully optimised – work on phone, tablet or computer
  • Automatically updated products
  • Capture leads from potential clients
  • Fully integrated with the Key

Mortgage Brain
Zurich Life cover
Please note: the best Buy Table and Mortgage Search plug-in are only available to Mortgage Brain subscribers. On top of your normal subscription, you will be charged an additional monthly fee for the plug in by Mortgage Brain. When taken through NextGen, this fee is reduced by 50% to £15pcm

Pension Monster

Pension Monster
Pension Monster is a new online retirement guidance tool that aims to help people better understand their retirement options and how much more they may need to save to provide for the retirement they want.

A user answers some simple questions, which gives them tailored information about their retirement options and shortfall analysis. They can then print the report ready for a discussion with you.

Pension Monster includes:

  • State Pension Information.
  • A Budget Planner.
  • Shortfall Summary.
  • Choice of Investment Scenarios.
  • Effects of Taxation.
  • Provider Product Comparison.
  • Link & Track Service for Advisers.

Pension Monster includes a Link & Track feature which automatically tracks a user's progress through the system and emails you a copy of their completed report.

Pension Monster saves considerable time at the initial fact finding stages of the pension planning process and is an easy way for you to engage with new clients and understand their current financial position and retirement goals.

Pension Monster is available in a number of our new packages. If you are a current Selectapension subscriber, there is no additional cost and for advisers who do not subscribe, Selectapension will charge an annual licence fee. There are also additional options through Selectapension for bespoking Pension Monster, including having your logo on all reports. Details available on request.


The Personal Finance Portal

As part of the first phase release of NextGen sites, you will be able to add Intelliflo's Personal Finance Portal, which gives you and your clients an invaluable tool on which to view financial information and interact via a secure, online 'hub' anywhere and on any device.


Benefits to you include:

  • Supports regulatory requirements for information security by providing secure messaging between you and your clients
  • Allows you and your clients to view fund and portfolio details, get valuations and assess progress against investment goals
  • Makes client servicing cheaper by saving processing time, postage and printing costs
  • Reinforces your brand and relationship with access via your website
  • Provides secure, online storage for all those important documents
  • Available for your clients 24/7 on a desktop, laptop, tablet and mobile phone
  • Provides peace of mind, knowing that communication with you is timely and secure
  • Automated advice option will be added shortly to expand your advice proposition

You must have an Intelliflo licence to use this tool and will be charged an additional £10.50pcm (plus VAT) by Intelliflo for the portal.


The Source have created a client-facing quote and buy general insurance facility. If you elect to have this functionality added to your NextGen site, visitors to your site can click to find out more about this service, before entering The Sources' site, where they can complete some basic information, before getting a number of quotes for Buildings and Contents insurance from leading providers.

If the visitor is happy, they can click to buy right there and then!

What's more, you will be remunerated for each piece of business written, as we will provide you with a unique link to the source via your site.

Octopus Energy

Octopus Energy – power for the people

Octopus Energy is a new breed of energy supplier. We're a digitally-led energy company that is turning the energy market on its head.

We take the electricity generated by our renewable energy assets and offer it at market-leading rates to customers. It's our ambition to make energy greener, smarter and more affordable for everyone. We have 5 star TrustPilot rated customer service that is fast and flexible.

Help your clients save hundreds on their energy bills

With Octopus Energy, customers can get an energy quote in seconds, and they can switch their energy supplier within minutes. Not only could your clients save hundreds of pounds on their energy bills, but you'll earn for every client that switches to us. We'll provide you with a unique link to post on your website or send to your clients. It's a great way to add value for your clients, at no cost.

Fairer pricing, fantastic customer service, and payment plans that don't leave you feeling locked in. It's energy with a difference, because we're putting the customer in control.

Octopus Energy
Octopus Energy

Octopus Energy
Choice by Octopus Investments

Ditch the hassle and help your clients beat the high street

In today's low-interest environment, changing rates has never been more important. But, for many of us, this can seem like too much hassle for very little reward. Surely there must be a better way?

Octopus Cash – a new, one-year fixed term savings account – could help. By spreading your clients' money across some of the best challenger banks around, it's able to target a rate of more than double the high street average,* and provide three times the amount of FSCS protection.

Designed to be a hassle-free, hands-off savings service, all it takes is one application form. Then, at the end of the one year term, it'll automatically switch your client to its best available rate.

Octopus Cash can be added to you site without any additional cost and is available in packages £20pcm (plus VAT) and above.

*'High street' defined as the 'Big Five' banks: RBS (including NatWest); Santander; Barclays; HSBC (including First Direct) and Lloyds. 0.56% is the averaged out one-year savings rate paid by these banks in May 2017.

Octopus Cash is offered by Octopus Co-Lend Ltd., 33 Holborn, London, EC1N 2HT - which is authorised and regulated by the Financial Conduct Authority (FCA registration number 722801). Octopus Cash is managed on a day to day basis by Octopus Institutional Deposits Limited (Company registration number 10163532). Money placed via Octopus Cash will be with UK PRA regulated credit institutions.

Children's ISA

The Children's ISA is a Junior ISA for when your client and indeed their relatives, want to save for a child's future.

Their simple to use website will provide visitors with options to make an online investment into a Junior ISA. Whether clients are looking for actively managed options, a low cost solution or maybe something a little more niche, such as ethical investing, The Children's' ISA offers them choice.

If you elect to add The Children's ISA to your site, visitors to your site will find out more about this savings opportunity and can then click to go to the suite where they can learn more and apply to invest, all via your site.

ISAs are an important part of the investment process, but giving face-to-face advice is not always practical, so by using The Children's ISA, your clients can still invest, you protect your client relationship and you will even receive a setup fee for each one, which could pay for your NextGen site each month!

Life cover from NextGen sites

Providing your clients with cover to financially protect them and their loved ones in the event of a death is the cornerstone of all good advice. So how about offering them the chance to get cover straight from your website?

Direct Life

Direct Life – from NextGen

Our exclusive whole of market life quote and buy facility provides you with:

  • Your own branded quote comparison and apply capability for simple Life and Critical Illness solutions
  • A solution for clients to simply compare and buy life insurance and CI products online, through your site
  • An added dimension to your business, allowing non-advised protection sales online to help you develop new digital capabilities and provide choice for some of your clients.
  • Access to all the major UK insurers

Deposit Sense

The management of cash is an activity that should be undertaken with every client, after all, holding money in cash is something that every client must do.

Whilst this is a requirement, the management of cash needs to be fast and effective to ensure full commercial and regulatory benefit and that's where The Deposit Sense Effective Cash Management system delivers.

The system provides:

  • Full research and analysis on all savings accounts available from UK bank and building societies
  • Auto portfolio creation tool enabling the automatic identification of the most suitable accounts for clients
  • Auto report functions that provide clients with full savings reports in 'seconds'
  • Full access to all applications forms and assisted pre-completion where relevant
  • Diary management system to enable all accounts to be tracking and notifications to be provided when they are about to mature
  • Client access (at the financial adviser's discretion) to view and amend own portfolio

The Cash management facility is available in most NextGen site packages, however access is dependent on you being a member of Deposit sense, who will charge for use of their system. To find out more about Deposit Sense, visit, or you can contact for more details.

Portfolio Manager

Portfolio Manager

Portfolio Manager is the leading savings management system enabling professional advisers to manage their clients savings, whether it is personal, corporate, charity, pension, trustee, client or Power of Attorney money.


To read about our NextGen Packages and for more details on what each level offers and the associated monthly cost, simply click below.




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