Your knowledge library

News & views

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

View our latest News & views


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

Discover upcoming events

Paraplanners Assembly

We’re supporting the Paraplanners Assembly with a series of webinars covering PROD, CIPs, CRPs and more…

Catch up

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.


We’re always monitoring the implications and opportunities of global or domestic changes. Brexit is no exception and we’ll continue to work hard, looking after your clients' money and investments, whatever the economic environment.

Read our Brexit FAQs


Does PROD change anything? Certainly, advisers need to pay attention. This is the rule book now, and the benchmark by which suitable advice will be judged. The lang cat’s, Mike Barrett talks through what you need to know.

Watch our PROD round up

Service Bulletins

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

October 2021

Changes to terms of business, privacy policies and firm application form


October Bulletin

September 2021

Reminder on Defined Benefit pension transfers and client outcomes. 

September Bulletin

August 2021

Our updated new firm/new individual user application form, the change we've made to how we communicate corporate action events, and the Third Party Product payment request process. 

August Bulletin

July 2021

Tatton Investment Management portfolio models are now available on the platform, and reminders about changes to ongoing fee payments, how to check uninvested cash, and share class conversions. 

July Bulletin