• Support hub - Wrap and Fundzone changes

Our support hub is your go-to place to find out everything you need to know about changes we’re making to Wrap and Fundzone as part of our Adviser Experience Programme.


Introducing our 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. Over the next few years we are 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 – to give you a simple and 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 - our new 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.

Latest updates

View our fourth support session now

Our latest support webinar covers improved business management and admin. It gives an overview of the new adviser dashboard and business level reporting, as well as the improvements to alerts, notifications, and back office integration.

View session 4: Improved business management and admin

Clipboard

What's changing?

An at-a-glance view of the changes we’re making to the Wrap and Fundzone platforms.
Find out what's changing
Clipboard

What's changing?

An at-a-glance view of the changes we’re making to the Wrap and Fundzone platforms.
Find out what's changing
computer screen

Support guides

Watch our webinars and short walkthrough videos to support you through the changes and get a preview of what’s coming.
Browse webinars and demo videos
computer screen

Support guides

Watch our webinars and short walkthrough videos to support you through the changes and get a preview of what’s coming.
Browse webinars and demo videos
computer screen

Client and adviser mailings

View copies of emails or letters sent as part of our Adviser Experience Programme.
View client and adviser mailings
computer screen

Client and adviser mailings

View copies of emails or letters sent as part of our Adviser Experience Programme.
View client and adviser mailings
conversation

Launch updates and questions

The latest updates on the programme and top questions from adviser firms answered.
Latest updates and Q&A
conversation

Launch updates and questions

The latest updates on the programme and top questions from adviser firms answered.
Latest updates and Q&A

Programme phases

Our programme of continued investment will be phased to ensure we provide the support you need, when you need it.

Phase 1 - Delivered

  • New client service technology
  • Fully enabled E-signatures
  • Unipass Mailock Encryption

Phase 2

  • New modern design and simplified navigation
  • Improved client reporting
  • Improved back office integration

  • Flexible ISA

  • Multiple Personal Portfolios

  • Client centric model

Phase 3

  • New SIPP with fully online drawdown

    Puts you in control of your clients’ pension planning with faster quotes and pre-populated new business journeys. 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

  • Third party Personal Portfolio

  • Improved online Offshore and Onshore Bond capability

  • Improved Junior ISA journey

  • New stockbroking solution providing enhanced trading capabilities more cost-effectively.

Read full details of the enhancements

Further details on all of the above will be shared as we work our way through the programme of activity.

Improved design and navigation

Here’s a preview of some of our new screens to see how we’re improving key tasks.

More Wrap and Fundzone support hub resources

 

  • Clipboard

    What's changing?

    An at-a-glance view of the changes we’re making to the Wrap and Fundzone platform as part of the Adviser Experience Programme.
    Find out what's changing
  • clipboard

    Launch updates and questions

    The latest updates on the programme and top questions from adviser firms answered.
    Latest updates and FAQs
  • faq

    Support guides

    Watch our webinars and short walkthrough videos to support you through the changes and preview what’s coming up.
    Browse webinars and demo videos