The hub has been developed to ensure you have access to all the latest information on the upgrade to our new technology platform.
To find the information you need, simply use the search box either at the top of the screen or in the help tray which can be found in the bottom right corner of your screen when visiting the hub. Alternatively you can explore the articles contained in the sections below or our Q&As.
- An overview of the new technology platform
- Key enhancements and changes to system features and products
- Information on changes to portfolio management, adviser fees and other important changes that may affect you and your clients.
- An important checklist that you should complete prior to migration
- A timeline of key events in the run up to migration
- Information on how your Back Office Software will be affected by migration
Guides and training
- Webinar content that explains the key changes to our proposition and how it can benefit your business
- Easy to follow user guides and video content, to support you when using the new system
Communications and literature
- Copies of migration letters sent to you and your clients and migration newsletters, which provide important information in the run up to migration
- View updated adviser terms of business, product terms and conditions and other key forms and literature
Go here for a comprehensive set of Q&As covering every angle of our technology upgrade.