All summer, we’ve been working with advisers like you to prioritise features that really make a difference to your clients.
So now, hot on the heels of our Flexi-ISA development, we've made it brilliantly easy for you to choose multiple portfolios to take tax-free cash from.
Introducing the improved SIPP Withdrawal tool
Our new SIPP withdrawal tool will let you manage tax-free cash at your client’s SIPP level - instead of the individual portfolio level - making it really simple to set up tax-free cash payments from multiple source portfolios.
See it in action
Watch our short video below, or log in to the platform to see it in action.
There's more to come
Everything we do is designed to help you manage your clients’ wealth and retirement needs more efficiently and make your life easier.
Please do let us know what you think of our latest developments, and if you’d like to talk about our plans for the next 12-18 months, get in touch with your RSM.