Training at a glance
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Live and on-demand webinars – getting you prepared for migration To ensure you’re fully supported throughout your migration, we’ve created an essential series of short webinars. Thes...
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Training at a glance Information on how to use our platform – How Do I guides View our full list of training resources. Proposition trai...
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Tailored training plans for advisers, paraplanners and administrators We have developed three bespoke training plans for key roles within adviser firms, based on feedback from advisers ta...
Introducing the platform
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Discover Choice, Convenience and Control This presentation describes how our upgraded technology platform will give you more choice, more convenience and more...
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Intelligent options for investment management This short presentation is about the major enhancements to your investment options available from our upgraded techno...
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Online processes, saving you time and money This short presentation gives you an overview of the major enhancements we’ve made to our online processes, to save y...
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Data-rich, time saving reports In this short presentation we’ll tell you about the major enhancements to the reporting available from our upgraded t...
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Even more flexibility from a market leading pension This short presentation is about the major enhancements we’ve made to our Collective Retirement Account, giving you e...
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Straightforward cash management This short presentation is about the major enhancement to our upgraded technology platform that makes cash management...
Additional platform training
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Preparation for migration Watch the video What will you learn from this video: The essential information to help you prepare your business ah...
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Proposition enhancements Watch the video What will you learn from this video: This video highlights the benefits our new technology platform ...
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Switching when using model portfolios Watch the video What will you learn from this video? This video provides important information on how you will be ab...
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Switching when not using model portfolios Watch the video What will you learn from this video? This video provides important information on how you can switch...
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Understanding our trading restrictions Watch the video What will you learn from this video: This video provides important information on our key deadlines ...
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Ways you can withdraw money from the Collective Retirement Account (CRA) Watch the video What will you learn from this video: This video provides a high level summary of how you can take mo...