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.
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.