OverviewTechnical matters
Technical matters
Tax planning opportunities for 2024/25 Replacement of the lifetime allowance Retirement Income Pension Forum The Platform Clinic Pension, retirement and tax planning Pensions tax relief and annual allowances The beneficiaries flexi-access drawdown conundrum Retirement and pensions training Personal tax and trust planning training
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Paraplanner technical hub
Paraplanner technical hub
Technical hub Retirement income Regulation, due diligence and compliance Training support
Funds
Whatever your investment strategy may be, our diverse range of mutual funds caters to your specific clients' requirements.
Investing with us
We offer over 5,300 funds to invest in from more than 140 of the UK's leading providers and fund managers, including BlackRock, Fidelity, Invesco Perpetual, M&G, Rathbone and many more. You can choose from onshore and offshore funds and build your portfolio with an option to focus on growth or income. For pension clients, we also offer a smoothed return pension fund.
We've also made managing funds easier than ever before through our new platform administration system. You get up-to-date valuations alongside your clients' other investment portfolios and instant access to our expert opinions with regular fund updates so you can monitor and keep track of your investments regularly.
Please note that the value of investments and the income from them can go down as well as up so the client may get back less than they invest.
Register with us
To access our technical support and investing tools, you need to be registered for our online services.
Find a fund
Login and use our Investment Finder to search for funds and exchange-traded investments for your clients.
Compare funds
Login and use Chart and Compare to quickly and easily compare the performance of any of our funds.
Providing access to a broader range of fund providers.
We are always adding new fund groups to the platform to ensure that you have access to the latest funds. To keep you up-to-date, the latest additions are listed below and we also send notifications via email.