Your knowledge library

News & views

Whether it be regulatory change, technical updates or best practice for running your business.
 

Events

Our chance to share with you great speakers and interesting content plus your opportunity to meet us and share your feedback.

Paraplanners Assembly

We’re supporting the Paraplanners Assembly with a series of webinars covering Tax, Trusts, IHT, CRPs and Consumer Duty

Technical & regulatory updates

We aim to summarise the big economic, technical and regulatory changes. Providing short guides and frequently asked questions to help keep you and your clients informed about the implications.
 

Technical Hub

Our technical hub - full of useful links and tools all in one place to keep things as simple as possible.

Regulatory Updates

Regular commentary and insights on industry and regulatory changes keeping you informed.

Service Bulletins

Stay up to date on service changes and platform improvements with our latest Bulletins.

November 2022

Sell and withdrawal functionality to get your clients' money to them quickly and easily, how your clients receive information from us, platform charging factsheet and submitting online applications.

August 2022

The new training suite available on the platform, why it’s important to include family group information on your Junior ISA applications, how we’ve communicated client terms changes, a reminder of Stronger Nudge regulation and the final deadline for Ascentric branded applications

May 2022

Details of platform downtime, platform improvements, rebranding from Ascentric to M&G, terms and conditions changes as well as the addition of a Trusts and Inheritance Tax Modeller tool to the platform.