Adviser Experience Programme

About the Adviser Experience Programme

Our Adviser Experience Programme is designed to deliver the improvements you’ve told us matter most to your clients and your business. We’re developing a series of exciting enhancements, focusing on key areas that we hope will make it easier to service your clients:

• Optimising your digital experience – a new intuitive interface to ensure your digital experience is as seamless as possible, making it faster and easier to get things done.
  
• Improved client reporting and business intelligence - a customer centric model and improved client reporting will ensure you have all the latest information you need at your fingertips, helping you run your business more efficiently and enabling you to spend more time with your clients.
  
• Delivering a full advice suite – offering a comprehensive suite of tax wrappers to meet the needs of your clients.
• Providing platform service excellence – heavily investing in our service infrastructure to evolve our service offering and improve flexibility and choice in how you want to deal with us. 

Adviser help centre

You can find a range of quick guides on key processes and information to help with using the upgraded platforms on our help centre.

Programme phases

The Adviser Experience Programme has already delivered a series of improved technology solutions designed to help you offer an increasingly personalised service to your clients in the most efficient way.

We’re now into Phase 3 of the Programme and there are more exciting and significant improvements to come.

Phase 1 - delivered

In the first phase of the Adviser Experience Programme we delivered new client technology, fully enabled e-signatures and Unipass Mailock Encryption.

Phase 2 - delivered

In the second phase, we upgraded the platform to be faster, more flexible and with a range of enhancements designed to make your life easier when using the platform. The user interface is more modern and intuitive with faster new business and client servicing journeys. Illustrations have been improved including a new ‘Quick Quote’ option.

Watch a short summary of some recent enhancements

Phase 3

The next phase sees the launch of the new SIPP with fully online drawdown.

It puts you in control of your clients’ pension planning with faster quotes and pre-populated new business journeys, as well as a number of new journeys such as move to drawdown, edit income, GAD reviews and LTA calculation updates. Money is invested quicker with faster payments out when clients need it. Junior SIPP is also being added. Available initially to all new clients, and your existing clients will subsequently be switched over.

Phase 4

• Improved Junior ISA journey
• Third party Personal Portfolio
• Improved online Offshore and Onshore Bond capability
• New stockbroking solution providing enhanced trading capabilities more cost effectively.

Look out for further communications on what’s coming next in the Adviser Experience Programme.