Platform Key Features - This helps to explain what a platform is, what each product does and how it could help you.
Your Ascentric
Our platform brings together all of your investments and pensions in one place. Log in and view the performance of your portfolio.
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.
Logging in – now quicker and easier
What you need to log in
Now, when you log into the platform you’ll only need your username and password.
We won’t ask for a PIN anymore.
This also means that you can now use password management software, if you want to. This software was incompatible before.
Reset your details online
If you forget your login details, you can now reset them on the platform, without needing to call us.
Just go to “Forgotten your login details?” on the login screen and select whether you’ve forgotten your username or password.
If we’ve got a unique email address on file for you, we’ll send you an email with either the reminder of your username, or the link to reset your password.
We're part of M&G plc. A leading savings and investment company with a long-term outlook.
Your money is protected by the Financial Services Compensation Scheme (FSCS)
We're working to make sure there is as little disruption as possible to how we work with you during COVID-19
Getting started
Getting set-up
The Ascentric platform is 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.
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 do this in the following ways:
Phone
0345 120 3022
(Office hours are Monday to Friday 9:00am-5:00pm)
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.
Latest updates
Brexit
We’re always monitoring the implications and opportunities of global or domestic changes. Brexit is no exception and we’ll continue to work hard, looking after your clients' money and investments, whatever the economic environment.
Brexit information
Complaints data
Occassionally we don't get things right and our service falls short of the high standards our customers are entitled to, which results in them making a complaint.
View our complaints data to see how many complaints we recieved and closed from 1st January to 30th June 2019.
Complaints data