Preparing your clients for migration: 25 to 28 February
This week sees us approach a major milestone ahead of the launch of our new technology platform, by writing to your clients.
Beforehand, you’ll receive a
communications pack in the post to help you prepare for our new technology. Please read this, as it details how we will support you, the key things you need to know and what happens next.
We continue to monitor the ongoing Covid situation closely. Having successfully completed our second migration during the November lockdown, at present, we are confident of completing your migration in a remote environment. All our online migration support resources are available on our
Adviser Support Hub and we encourage you to start getting ready now.