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 | ✔ |