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Platform releases

Discover our latest platform updates

We understand the importance of staying at the forefront of technology and meeting the evolving needs of advisers and customers alike. Our regular schedule of improvements and enhancements ensures that our platform remains at the cutting edge, so we can continue to deliver a superior experience.

We are constantly reinvesting in our platform and proposition, and we’re excited to share with you some of our developments.

Our latest updates

Faster Payments for withdrawals

To further improve the customer experience, we’re now using the Faster Payments System for:

  • Single ad-hoc withdrawals
  • Crystallisation – taxable income

Faster Payments enables real time payments for payments up to £1M, increasing the speed of payments out to clients.

Pension top up service

We've introduced a new process to enable clients to make lump sum top ups into an existing Collective Retirement Account through our online Customer Centre and app. Advisers have the option to turn this on and off.

Online Expression of Wish updates

We’re pleased to share that clients can now view and update their Expression of Wish beneficiaries online.