- We offer a simple, easy to use platform for advisers and their clients.
- We are focussed on being the easiest possible means for advisers to get their clients access to a range of tax wrappers, custody and trading services, and access to world class investment managers.
- This simple access and easy processing allows the financial planning to help improve our clients’ lives.
We have a range of tax wrappers to work within your client’s financial plan:
- General Investment Accounts
- Individual Savings Accounts (ISA) and Junior ISA
- Pension via the YOUR SIPP
- Offshore bonds by partnering with Canada Life International
The platform offers all the functionality you should need to efficiently manage your clients’ plans and be able to keep adding value doing what counts, not dealing with complex processes and forms.
| Digital administration | No need for forms to process a client’s access to the platform or open their accounts. |
| Rapid and simple client onboarding | Clients can confirm their access and open accounts all via a simple, modern, and clear digital journey. See our client guide for more details. |
| Family linking | Help improve the whole family’s fortunes by allowing the benefits of our tiered fees across family groups. |
| Competitive and simple charges | YOUR Platform is competitively priced, and we have a simple single charge covering the platform, wrapper excluding the Canada Life Offshore bond) and trading. |
| Fee flexibility | The ability to charge fees from a designated account. |
| Wide investment range | We provide access to the full YOU investment range of MPS options and the Multi-Asset Blend Fund range. Additionally, we are open architecture and can accept the transfer in and use of a wide range of collective and listed investment options. |
| Automated cash management | The platform can check for cash each month to ensure your clients will always be able to cover regular withdrawals and fees. |
| Online transfer workbench | You can track the progress of your transfers in via an online list confirming the stage of the process for each transfer. |
| Automated transaction updates | You’ll be notified by email whenever a transaction begins, updates, and completes, providing you with efficient oversight. |
| Flexible withdrawal process | You can select payments to be made out on four different dates each month (7th, 14th, 21st, 28th) and can manage multiple regular payments per account. |
| Accounts to work with your clients’ needs | We can set up multiple accounts of each type (sub-accounts) to allow you to match their investment to their objectives. Ringfence different pots and invest in different strategies within a client’s ISA portfolio and see reporting accordingly. |
| Flexible payment/top up options | Clients can pay in via bank transfer/Standing Order or via Direct Debits. |