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How do I use the platform?

View step-by-step summaries and watch videos explaining how to use our new technology platform.

Most popular content

How do I add an employer pension contribution?

This How do I video guide covers setting up investor lumps sums as well as employer contributions.

How do I make a third party ISA payment?

Supporting information for topping up an existing client’s account, including lump sum payments from third parties.

How do I convert a quick quote into new business?

View this quick quote guide to see how after saving your quote, you can convert it into a new business application.
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