The guide contains key information you need for doing your day-to-day business with us – it’s designed to be a handy reference tool to make your life easier.
Get yours today.
In 2024, pursue professional mastery in your career with Adviser edge. You can join a community of high-performing advisers and access personalised training pathways that can take your practice to new heights.
Register your interest here.
By sharing our turnaround times each month, we’re aiming to be accountable and dedicated to continuously improving our service to you, our advisers. You can now view the turnaround times we delivered in October.
It’s time to refresh your product knowledge, using our annual adviser re-accreditation. Look out for an email arriving soon, with everything you need to complete your re-accreditation.
Commission runs dates are now available to help you get prepped for the upcoming summer break.
As we shared at Engage, we’ve now simplified our business requirements on signatures – for the full details, check out our handy guide.
As we near the end of 2023, we’re not slowing down with our commitment to deliver new features, clear communication and improved service for you and your customers. In this issue you can read about our brand-new Working together guide, register your interest for Adviser edge, see our new transparent turnaround times and more. This is your November update.
With Engage 2023 (and all its exciting announcements) in the rear-view mirror, we hope one thing is clear: we’re lifting our game for you. We’re committed to doing better by you, our adviser community – now it’s time for us to deliver. In this issue we’ll be highlighting some of the steps we’re taking to make your life easier. You can read about our range of new adviser-first features, learn more about Adviser edge, and see us stick to our promise of showing you service turnaround times. This is your October update.
This month we’re celebrating our inaugural Career connect graduates, reflecting on our first year of sponsorships, and bringing you some key news from around the business. This is your August update.
Changes in direct debit transactions, a 2-min video guide to finding renewal info and another awesome experience from an adviser on Outward Bound - there’s plenty happening this month. Here’s your July update.