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