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For people managing their own savings and investments.

Intermediary

For wealth managers and financial advisers managing savings and/or investments on behalf of someone else.

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For DC, DB and LGPS schemes, insurers, charities, universities, family offices and treasurers.

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For shareholders, careers and company information.

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Regulatory support

We provide you with support to help you stay ahead of regulatory changes.

Consumer Duty support

Our price and value assessments and statements of target markets

Understand how we offer fair value to your clients. View our value assessments for Wrap, Elevate and Fundzone platforms.

These statements of target market outline which customers might benefit from a product or service based on your clients’ needs, characteristics and objectives.

Trusts and tax reporting

Guidance on FATCA and the Common Reporting Standard and Central Register of Beneficial Ownership of Trusts

Lifetime Allowance changes

For support on the Lifetime Allowance changes view our dedicated help page.

Accessibility

Our products and services are for everyone. Whether you have accessibility needs or want some help, we are here to support you.

Due diligence support

Our due diligence guide supports you through the platform selection process or annual review and highlights the due diligence questions you should ask to comply with the regulator.

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