For intermediaries only

There’s certainly been no shortage of news in recent weeks – while the outlook for 2021 is looking more positive, the uncertainty surrounding the next few months hasn’t gone away. That’s why we’re continuing our focus on supporting you and your business, with ways to make it easier to do business and new business support material.

In this edition of Latest News you’ll find an update on Brexit, latest platform enhancements, our new financial wellbeing hub and more.

Delivering on our promises

We’re committed to continually developing ARC and One Retirement  – we’ve made improvements to enhance your platform experience, including adding a scenario planner to the CGT tool and transforming our key trading journeys.

Expanding our digital journeys

You can now use Xplan, as well as AdobeSign and DocuSign, to send us selected electronically signed forms quicker and easier than before. We’ve also added our new letter of authority to the list of documents.

Brexit – Are you ready for 1 January?

The end of the Brexit transition period is just around the corner. In the run up to 1 January and beyond, we’ll be updating our FAQs regularly to make sure you and your clients are kept up to date with the latest developments.

Focusing in on financial wellbeing

We believe financial advice is key to improving financial wellbeing. Our new hub focuses on the positive effect advice has on financial wellbeing and contains support to help your clients take control of their financial futures.

Building trust with potential clients

Our new research focuses on the importance of gaining potential clients’ trust and how some simple steps can help build their confidence. You can find the reports in the Grow your business tab on our Advice Makes Sense hub.

Call for input – there’s still time to respond.

No time to read the FCA’s call for input into the consumer investment market? We’ve got it covered – listen to our new podcast to hear Steven Cameron, our Pensions Director, discuss the key takeaways.

Some banks are withdrawing some or all UK banking services they currently offer customers living in the European Economic Area (EEA) after the end of the transition period, and are contacting customers to let them know. The Government’s website has a list of countries in the EEA at gov.uk/eu-eea.

If your clients find that their existing UK bank account will be closing, they’ll need to take action to make sure we can continue to collect their regular premiums by direct debit. If they change their bank account, please make sure they give us their new account details. We can set up new direct debits over the phone with the account holder.