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

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

Phase 1 - delivered

We’ve already implemented a number of developments in the first phase of the Adviser Experience Programme including:

Phase 2

In the second phase, we’ll be upgrading the platform so that it's more flexible and faster to use with a range of enhancements

Laws and tax rules may change in the future, and depend on individual circumstances.

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, as well as a number of new journeys such as move to drawdown, edit income, GAD reviews, 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

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

More Wrap and Fundzone support hub resources