Platform Key Features - This helps to explain what a platform is, what each product does and how it could help you.
Working with us during the COVID-19 outbreak
We’re working hard to minimise any disruption to you in these exceptional times and we’ve put together the following information to help provide some clarity and reassurance.
Your Ascentric
Our platform brings together all of your investments and pensions in one place. Log in and view the performance of your portfolio.
We're owned by Royal London, the UK's largest mutual life, pensions and investment company.
Started in 2006, Ascentric now look after 80,000 investors and hold over £15bn of investments.
Our office is situated in the heart of the beautiful city of Bath and we employ over 400 people.
Why might your financial adviser recommend us?
Whether you're planning for your children's future, building up your pension pot or simply saving for a rainy day.
Simple pricing
One charge for using Ascentric to help you plan. Our pricing is simple and transparent so you can understand exactly what you're paying for.
Investments
Access to a wide range of investments and tax wrappers including (ISAs, Self-invested Personal Pensions, General Investment Accounts and more) allowing your adviser to find an investment solution to suit you.
London Stock Exchange
We're a member of the London Stock Exchange which can help you get the best deal when you're buying and selling shares.
Getting started
Getting set-up
The Ascentric platform is a specifically for Financial Advisers and their clients. If you're not an existing customer please speak to your Financial Adviser who can take you through getting set up.
If you don't have a Financial Adviser, unbiased.co.uk could help you find one in your area.
Logging in
Once your Financial Adviser has arranged for you to be set-up you'll recieve a welcome email from us. You'll need to activate your platform account by logging in and following the steps on screen.
Your statements
Log in to view your statements by clicking the client details and then correspondence card. To request a paper statement or alternative format like Braille or large print please call us on 0345 076 6140. We’ll ask you some security questions before updating your preferences.
Key reading
Platform key features
Platform charges
Platform Charges - This sets out the charges that you will pay when you invest through Ascentric.
Platform Terms and Conditions
Platform Terms and Conditions - This provides you with a summary of important information you need to know before you invest in our Platform.
Client Privacy Policy
Client Privacy Policy - This details how we will use your personal data on our platform, and how we keep it safe. It also sets out your rights in relation to your personal data we hold, and how to contact us if you have any questions or comments. Ascentric is a trading name of Investment Funds Direct Limited.
Order Execution Policy
Order Execution Policy - The Order Execution Policy details Ascentric’s approach to Best Execution in making sure we get the best possible results for clients. Ascentric is a trading name of Investment Funds Direct Limited.
Pillar 3 disclosure
Pillar 3 Disclosure - This sets out disclosures on capital and risk management for Ascentric's parent company, Investment Funds Direct Limited, in line with regulator requirements.
Complaints
We aim to provide the best possible service, but we know that sometimes things can go wrong. If you do need to contact us to make a complaint, you can contact us in the following ways:
Phone
0345 120 6140
(Office hours are Monday to Friday 9:00am-5:00pm)
