If there is a trustee on a case, would both the trustee and the client be able to view the platform online?
Yes, you can give both of them access on a read-only basis. You will be able to set this up with your regional support team.
This site is for UK Life Advisers only. If you're a customer, please go to aviva.co.uk
Yes, you can give both of them access on a read-only basis. You will be able to set this up with your regional support team.