Retirement Hub

No client is the same and planning good outcomes in retirement means meeting different needs for different clients.

Our broad investment choice, investment strategy options and digitised processes mean you can deliver the right retirement plan for your clients, in a way that's efficient for you and your business. 

It's easy to do business with us

Build your clients’ trust and your business, by creating the right retirement for them without any extra workload or complexity. From seamless, straight through processing, to our new fully digital SIPP, you have everything you need to add even more value to your business, and enhance your clients’ experience.

Our new digital SIPP

Watch our video to find out more about the digital SIPP new business journey

Our platform is better than ever

Faster transfers

We've waved goodbye to manual processing of data requests and rolled out synchronised transfer data capture, meaning transfers can proceed up to five days faster.

Better client experience

Online customer signature through our integrated DocuSign facility plus more choice on income payments.

Less paperwork

Apart from in a few instances, our new business application is all done directly online so you have absolutely no paperwork. And with DocuSign, nor does your client. It all helps towards reducing environmental impact.

New fund options

We’ve added to the wide choice of funds available on the platform in the last year, with 6 new DFMs with 72 MPS solutions, 26 new fund managers and the inclusion of insured funds.

More flexibility

Our new fully digital SIPP includes automated drip-feed drawdown, monthly or yearly. And for regular pension income, you can choose any payment date between 1st and 28th, monthly, quarterly, half-yearly or yearly.

Faster applications

Straight through processing and integration with Salesforce means the application is quicker and you can track progress in real time, as well as receive automated status updates.

Retirement investment strategy

Supporting you to provide a bespoke solution to your clients. Whether pre, at or in retirement, we have the platform flexibility to help you deliver the right solution, the way you want to.

Intergenerational wealth cost benefits

Family groups allow our Annual Platform Charges to be based on the value of the consolidated client portfolios as well as providing consolidated reports for better oversight and planning. Charges are applied proportionately for each family member. Underpinned by known costs and no hidden surprises.

How are UK adviser firms centralising their retirement advice process?

Download your free copy of our new research to find out.

Read the report

Building your retirement proposition and delivering a sustainable income for your clients

Retirement Content

We regularly get industry experts and our own technical teams to write on retirement. Regulatory changes, new approaches, building propositions and working with clients’ pre, at and post retirement.


Research, adviser insight and guides. Looking at Centralised Retirement Propositions, strategy reviews and much more.