Supporting financial advice

[00:00]: As the UK’s largest investment platform, advisers trust our market-leading technology to manage their client’s savings.

[00:08]: But we know your needs – and your clients’ – are evolving at pace along with the market. So we’re evolving, too.

[00:16]: As we all live longer, your clients will need help navigating a new ‘multi-stage’ life, so they make the most of their ‘second 50’.

[00:24]: Because life is more complex, our digital platform is now even simpler to use. A seamless experience that makes it easier than ever to manage your clients – from saving in the workplace right through to retirement.

[00:37]: One platform for life, built on next-gen technology that can grow, adapt and flex with your needs. And one place for all new developments, which will come thick and fast as our more intuitive and flexible platform continually improves.

[00:52]: Helping automate and streamline more processes. Making life easier for you – and more rewarding for your clients. That’s today, what about tomorrow? Well, you’ll see a flood of new improvements including:

[01:05]:

• New family wealth products and enhanced Offshore Bond flexibility.
• An upgrade so it’s even easier to transfer in.
• A better core drawdown experience.
  
• Even more product reporting features and extended Report Zone capabilities.
• Enhanced data and trading links.
• An easier-to-use model portfolio experience, including multiple models.

[01:27]: Working in partnership with GBST, we’re implementing new technologies too – embracing advances in AI to better protect your and your clients’ data.

[01:37]: It’s how we’re on track to achieve our ambition to become the UK’s leading digital savings and retirement platform. Working side-by-side with advisers to benefit you and your clients.