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