To ensure you’re fully supported throughout your migration, we’ve created an essential series of short webinars. These have evolved following our two previous migrations to ensure you are provided with all the key information.
Otherwise you can sign up to specific individual ones below.
Essential pre-migration checklist – don’t get left behind
Discover how over 10,000 advisers have already benefited from using our checklist and how it will help you hit the ground running after migration. This session will cover:
- the essential information and tasks to help you get prepared ahead of migration
- how to ensure you can access the new platform from day one
- the vast array of support available to you via your Adviser Support Hub.
There will be a live Q&A throughout this webinar. If we don’t have time to answer your question(s) during the webinar, we will respond to you personally afterwards.
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Date |
Time |
Action |
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12 January |
12:00 – 12:30pm |
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14 January |
12:00 – 12:30pm |
What’s new? JISA, flexi-ISA, cash account, online withdrawals, ETFs and more…
We’ll tell you about the new and enhanced features you need to be aware of, and what these mean for you and your clients.
This session will cover:
- the key proposition enhancements that will give you greater choice, convenience and control
- the ways our new technology platform can save you time and money.
There will be a live Q&A throughout this webinar. If we don’t have time to answer your question(s) during the webinar, we will respond to you personally afterwards.
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Date |
Time |
Action |
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19 January |
12:00 – 12:30pm |
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21 January |
12:00 – 12:30pm |
The essential things to know and do
We’d like to share several important and practical ways in which you can make the most of our new technology platform.
This session will cover
- making sure you have access to your clients immediately after migration
- quicker and easier ways to submit instructions online
- new ways to management investments, including cash and switching options
- changes to client correspondence and the new online Customer Centre
- how our dedicated online Adviser Support Hub can help you.
There will be a live Q&A throughout this webinar. If we don’t have time to answer your question(s) during the webinar, we will respond to you personally afterwards.
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Date |
Time |
Action |
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26 January |
12:00 – 12:30pm |
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28 January |
12:00 – 12:30pm |
Critical trading dates to remember – don’t get caught out
To ensure a successful migration there will be a short period where it will not be possible to place trades online or over the phone.
This session will cover:
- critical deadlines for submitting new business and switches
- hints and tips for planning trades in the run up to migration.
There will be a live Q&A throughout this webinar. If we don’t have time to answer your question(s) during the webinar, we will respond to you personally afterwards.
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Date |
Time |
Action |
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3 February |
12:00 – 12:30pm |
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4 February |
12:00 – 12:30pm |
Pension contributions and withdrawals have been improved
The Collective Retirement Account (CRA) retains all the benefits and options you know and love today, and now comes with enhanced flexibility.
This session will cover:
- refreshingly easy pension contributions and withdrawals
- automated and flexible options that make tax planning even easier
- trackable pension transfers and the re-registration of assets.
There will be a live Q&A throughout this webinar. If we don’t have time to answer your question(s) during the webinar, we will respond to you personally afterwards.
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Date |
Time |
Action |
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9 February |
12:00 – 12:30pm |
A smarter way to manage investment portfolios, and now with more choice
We want to ensure you’re up to speed and ready to manage model portfolios on our new platform.
This session will cover:
- eight key enhancements we’ve made
- five important things you need to know about your existing models
- switching options available for model portfolios.
There will be a live Q&A throughout this webinar. If we don’t have time to answer your question(s) during the webinar, we will respond to you personally afterwards.
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Date |
Time |
Action |
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11 February |
12:00 – 12:30pm |