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.
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:
The next set of enhancements to Wrap and Fundzone are planned to go live on Wednesday 22 February 2023. The platforms will be unavailable from close of business on Thursday 16 February 2023 until business opens on Wednesday 22 February 2023 whilst we work on the upgrade. We’ll ensure that any regular payments will continue to be paid out to your clients and regular premiums will be collected and invested as planned during this time.
Fundzone users - getting ready
We’ve updated the go live timeline that was previously communicated, we explain why in our recent email.
Our programme of continued investment will be phased to ensure we provide the support you need, when you need it.
Flexible ISA
Multiple Personal Portfolios
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.
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.