With migration just two weeks away, please check you have completed all our recommended actions to help provide a smooth migration. Advisers in our first and second migration said it really benefited them. This includes the vital step of activating your log in, which will help you avoid hassle and an unnecessary phone call to us after you’ve migrated.

As a reminder, the first set of restrictions for online switches, rebalancing, and Bed and ISA instructions begin tomorrow. From 22 February, restrictions also start for online lump sum, Direct Debit or transfer applications, plus one-off withdrawals, full withdrawals and transfers out. If you do have any of these instructions pending, we would encourage you to either submit them before the end of business today or wait and submit them after your migration is complete.

 

We also recommend that you complete your tax year end activity on the new platform as soon as you have migrated. We’ll be announcing our tax year end deadlines shortly.

 

Please also note from 22 February, as a result of these restrictions, if you submit a full or partial withdrawal it will be processed on the new technology as soon as the move has completed, and some manual work will be required in the background.

Remember, you can read more about our new technology platform on our dedicated Adviser Support Hub. I’d highly recommend you join the 8,000 plus advisers already exploring the hub and getting ready for their February migration.