Platform Training Zone

Here you can watch our recent webinar recorded to showcase the enhancements that have been made to make it easier to use our website.

Changes covered include:

Our new ‘Client summary’ and ‘Account view’ overview pages
The ‘Upload and Send’ system allowing you to send documents to us electronically
New ‘Reports’ section, developed to allow you to obtain your new ‘Client Report’ and find client information quickly and easily
New disinvestment option for your pension drawdown clients
Our ‘Technical matters’ hub which provides you, and your clients, with technical insight on pensions, retirement and tax planning
Our ‘Platform training zone’ which contains bite-sized videos demonstrating how to use our services

25-min watch

To help you make the most of the products and services we offer, we have a series of videos and support materials.

The menu to the left shows all the Help topics and under each you’ll find videos, guides and other support materials that we have to help you.

In addition, as we are continually making improvements, here you can keep up to date with the latest developments.

Further support