We have developed three bespoke training plans for key roles within adviser firms, based on feedback from advisers taking part in our most recent platform migration. Each plan includes articles, guides and documents that are most relevant to that role and are designed to provide a tailored introduction to our new technology platform for advisers taking part in our third and final migration.
Financial adviser training plan
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Our new technology platform - we've listened to adviser feedback to create a new technology platform that's quicker, easier and smarter for you to use. |
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Discover choice, convenience and control - this video describes how our upgraded technology platform will give you more choice, convenience and control. |
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Ten ways our platform technology will save you time and money. |
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How do I find my way around online? - this step-by-step summary and video explains how to find your way around your adviser dashboard. |
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Straightforward cash management - our new platform is equipped with a modern cash account in each of our tax wrappers. |
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Collective Retirement Account - the CRA will have everything you know and love today, with enhanced flexibility. |
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Switching when using model portfolios - this video provides important information on how you will be able to manage model portfolios. |
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Switching when not using model portfolios - this video provides important information on how you can switch assets including details of single account and bulk switching. |
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Smarter client reporting with Uscan - we've built on Uscan’s strengths to create a new, fully integrated client report. |
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Correspondence to your clients from the new system - where possible we have tried to make correspondence we send to your clients from the new platform system as similar to the old system as possible, so it should be familiar to them. |
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Adviser-led online Customer Centre account activation - we've created a simple, two-step process that's seamlessly built into our new platform technology to get your clients online. |
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Checklist - this checklist is essential as it will ensure you are set up for success. |
Paraplanner training plan
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Ten ways our platform technology will save you time and money. |
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Data rich, time saving reports - this short video tells you about the major enhancements to the reporting available from our upgraded technology platform. |
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New ‘Head Account’ structure - our new technology has been designed to link your client’s accounts or bonds together under a single customer reference or ‘Head Account’. |
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Dealing and cut-off times - when we receive instructions to buy or sell assets they are usually processed on the day of receipt and assets are usually bought or sold no later than the day following receipt. |
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Re-registration of assets - one significant enhancement to the Collective Retirement Account (CRA) is the ability to transfer assets in specie by re-registering assets directly into the CRA. This is in addition to the ISA and Collective Investment Account, where re-registration was already available. |
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How do I manage Investments? - a series of practical videos helping you manage investments on the new technology platform. |
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How do I manage client retirement needs? - a series of practical videos helping you manage client retirement needs on the new technology platform. |
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How do I run Capital Gains Tax (CGT) calculations and CGT client reports? - this step-by-step summary and video explains how to run CGT calculations and reports for your clients. |
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Smarter client reporting with Uscan - we’ve built on Uscan’s strengths to create a new, fully integrated client report. |
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Checklist - this checklist is essential as it will ensure you are set up for success. |
Administrator training plan
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Ten ways our platform technology will save you time and money |
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Online processes - this short video gives you an overview of the major enhancements we’ve made to our online processes. |
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New ‘Head Account’ structure - our new technology has been designed to link your client’s accounts or bonds together under a single customer reference or ‘Head Account’. |
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How do I set up new clients and applications? - a series of practical videos helping you set up new clients and applications. |
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Paper processes - there are a small number of instructions where a paper form will be required, the most common of which are detailed in this article. |
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Transfer Tracker - this summary pdf document outlines the benefits of our new Transfer Tracker when funds are being transferred from another provider. |
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Transactions history on client accounts - this summary pdf document outlines what transaction history is available and how to access them. |
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How do I download a remuneration statement? - this step-by-step summary explains how you can view and create commission and fee statements online. |
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Our new bank details - our two sets of new account details, one for ISA and Collective Investment Accounts, the other for Collective Retirement Accounts and Collective Investment Bonds. |
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Checklist - this checklist is essential as it will ensure you are set up for success. |