Logging into the new system
① After launch, you can log into the new system. If you haven’t already done so you will be asked to verify your login details for the new system.
② Once logged into the new technology platform, you will notice that the layout of the home screen has changed a little - details of your assets under management can be seen by clicking on the Business Performance button (in the top right of the screen).
③ The new system has been designed to be intuitive and easy to use but if you need help using the system, just visit the guides & training section of our Adviser Support Hub.
What you should expect
① After migration your clients will be given new account numbers. These will be confirmed to your clients in the first statement they receive from the new system and can also be seen in the online Customer Centre. You can obtain a list of the new and old account numbers by running the ‘Client by adviser’ report, located under the ‘Reporting’ button on the new system. See our handy summary guide.
② You will receive a final fee/commission payment from our old system around the time of migration. You will need to log into the old system when it is available to view this payment.
③ If you have customers with scheduled rebalancing, you will see more model portfolios than you usually do. This has been done to ensure a safe migration of your clients’ investment instructions. See our changes to our automatic rebalancing page.
④ You will notice your clients’ Collective Retirement Account (CRA) may have been split into separate crystallised and uncrystallised accounts. This enhancement to the CRA now allows you to manage crystallised and uncrystallised assets separately. See the Collective Retirement Account page for more information
⑤ If you previously provided an expression of wish for your client's CRA, please be assured that the instruction is still noted in our back office records. On the new system this field will remain blank until you enter an expression of wish instruction online. It is only necessary to do this if you haven't already provided an expression of wish, or you want to update it.
Important things to do
✔ If you use adviser software you may need to reconcile the final fee payments mentioned above and update your clients’ new account numbers in your software. The order you do this in is important and specific instructions for each software provider can be found on our adviser software page.
✔ You should now be using our new forms, T&Cs and KFDs which you can access here. Please delete or dispose of any of our old documents that you have stored or weblinks saved to favourites.
✔ For new business and top-ups our bank details have changed. Please ensure you use our new details, which will be confirmed to you online when you submit business.
✔ If you run model portfolios, and wish to make changes to your model portfolios, you can find out how to do this on our how do I manage investments page.
✔ Historic fee statements will only be available for up to 3 months after the new technology goes live. Please make sure you save these from the old system in good time.
✔ In the run up to migration, online trading restrictions were put in place. If you submitted a paper instruction during this restricted trading period, we recommend you read our useful article 'Key deadlines and trading restrictions', to see how this will be processed post migration.