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Platform and products

Discover the new platform

We've listened to adviser feedback to create a new technology platform that's quicker, easier and smarter for you to use.

New and enhanced technology

Discover some of the most important changes that will make a difference to your business and your clients.

Discover the platform

Ten ways our new technology platform can save you time and money

Vanessa Jensen | Platform Specialist | 3 min read

Let one of our experts tell you how our enhanced technology platform and products can benefit you today.

Read the article now

Our products

Our new technology platform provides you with the following range of products and investments.

Collective Retirement Account

Our award-winning pension gives you the freedom to create the solutions your clients need.

ISA and Junior ISA

An upgraded ISA with flexi ISA functionality and a new Junior ISA.

Collective Investment Account

A flexible way of holding assets in one convenient place, outside of a tax wrapper.

Collective Investment Bond

Our onshore bond can provide your clients with potentially tax efficient benefits.

Trust planning

We also have an extensive range of trust solutions to help your clients mitigate tax and give them control over how and when their wealth is distributed.

Explore our trust solutions

How can I prepare for my platform migration?

We've invested in a dedicated Adviser Support Hub to help answer all your questions instantly. Our technical experts are continually updating the Hub with the latest information and this is the quickest and easiest way to be prepared.

Visit my Adviser Support Hub now