Target date for moving clients to your new platform - 7 January

Justin Blower, Head of Sales and Marketing, Ascentric

     

        Justin Blower

        Head of Sales and Marketing, Ascentric

     

The information contained in this page is for professional Financial Adviser use only.

I’m pleased to say that the latest phase of the move to the new platform has now been implemented. Some of your clients may have been involved. If you have clients on the new platform for the first time, I hope that the resources available have been helpful in terms of getting started.

We are of course keen to move onto the next phase promptly and I can now tell you that we have a target date of 7 January 2019 for moving any remaining clients to the new platform. This doesn’t mean that we’ll be taking any unnecessary risks though – our safety first approach to moving clients in a controlled manner is still our priority. If this date changes, we’ll let you know as soon as possible. 

Help your clients prepare

As mentioned previously, the safest way for your clients to make the move is to create a stable environment. For this reason, certain functionality will be temporarily unavailable on the old platform only, in preparation for this next phase of the move.

Make sure you understand all the important deadlines coming up. 

Note that the first deadline, which applies to SIPP ad-hoc income requests, is on Thursday 13 December. If any SIPP clients draw ad-hoc income after this date, they won't be able to move to the new platform as planned and will have to move as part of a later migration. Please contact us should this situation arise, in order that we can work through the most appropriate solution.

Please also note that for clients taking regular income from their SIPP, the deadlines for ensuring there is sufficient cash in their accounts to enable them to be paid on time, are as follows:

  • For 1 January payroll – Tuesday 11 December
  • For 15 January payroll – Friday 21 December

You should be aware that both our platforms will be unavailable and customer service lines closed, from Friday 4 January to Monday 7 January, inclusive. This is a necessary step to safely complete the move and we’ll let you know once the new platform is available and our lines are open. Your support and understanding at this time is appreciated and we apologise for any inconvenience caused.

Keep the feedback coming

I appreciate that things may not be perfect and in particular, I’m conscious that our call volumes are currently higher than usual. This means that we’re not always able to respond to queries as quickly as we’d like. So thank you for bearing with us during this inevitably busy period as the new platform is embedded and be assured that we're working hard to deliver the levels of service that you and your clients deserve. Keep your feedback coming too - it helps us to understand what’s most important to you in shaping the new platform. Finally, please take time to go through your move checklist in preparation for the move.

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01225 787 575

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