Customer upgrade support

Client portal

Access your portfolio and check your investments at any time through our new simple-to-use portal.

More products

New products such as a flexible ISA, Junior ISA and Junior SIPP, and a Joint General Investment Account. Offshore bond will also be available on our Modular iPlan product.

Simplified pricing

We’ve simplified our pricing, to make it easier to understand the charges you pay.

Faster processing

Smart use of digital technology – such as digital signatures which ensure faster processing of your instructions.

Better cash management

We’re expanding our cash panel and will offer a wider choice of fixed term deposit account options, via Bondsmith

Flexible income payment dates

We’ll be able to pay your income on any date between 1st-28th of the month.

Improved security

We've made your online account even more secure, so you’ll be asked to verify your identity via a one-time passcode to your mobile phone to access the platform.

Crystallisation and income withdrawal

A new online service will be available which enables your adviser to manage all crystallisation and income withdrawal events online, including setting up of phased drawdown.

Multiple model portfolios

You’ll be able to invest in more than one model portfolio, managed from multiple sources, and funds can be held inside and outside of a model.

Instant tax relief

Tax relief will be prefunded at source so that you benefit from the tax relief immediately.

Less paper

With the environment in mind, you can choose for our communications with you to be digital rather than paper based. You'll also receive them sooner.