Information on how to use our platform – How Do I guides
View our full list of training resources.
Proposition training
Video available | ||
Discover Choice, Convenience and Control | View training | ✔ |
Intelligent options for investment management | View training | ✔ |
Online processes, saving you time and money | View training | ✔ |
Data-rich, time saving reports | View training | ✔ |
Even more flexibility from a market-leading pension | View training | ✔ |
Straightforward cash management | View training | ✔ |
Flexible model portfolios you can control easily | View training | ✔ |
Seamless access to discretionary services | View training | ✔ |
Training videos
Video available | ||
Preparation for migration | View training | ✔ |
Proposition enhancements | View training | ✔ |
Switching when using model portfolios | View training | ✔ |
Switching when not using model portfolios | View training | ✔ |
Understanding our trading restrictions | View training | ✔ |
Ways you can withdraw money from the Collective Retirement Account (CRA) | View training | ✔ |
Introducing X-Hub | View training | ✔ |
Essential migration webinars
Video available | ||
Essential webinars - get the most from our new platform | View training | ✔ |