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:
You can find a range of quick guides on key processes and information to help with using the upgraded platforms on our help centre.
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.
In the first phase of the Adviser Experience Programme we delivered new client technology, fully enabled e-signatures and Unipass Mailock Encryption.
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
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.
Look out for further communications on what’s coming next in the Adviser Experience Programme.
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