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Advisers and their clients will benefit from a significantly enhanced platform that delivers the latest automated processes and seamless functionality. Following the transfer of clients, Wealthtime Classic users will enjoy extensive additional functionality including multi models; automated family linking and fully online Drawdown, as well as a wider range of investments including equities, structured products, SLI Guaranteed Income and With Profits funds.

Users will also see a significant enhancement to the Adviser and Investor Zones, alongside a streamlined service provision.

The Wealthtime and Wealthtime Classic platforms will be brought together as a single Wealthtime brand on a significantly enhanced platform powered by GBST technology.

There will be no immediate change to service for advisers and their clients using the Wealthtime Classic platform and there’s no action to take. The Wealthtime platform will undergo an accelerated platform update in 2025. We will then transfer Wealthtime Classic customers to the enhanced Wealthtime platform. Our focus will be on the quality of the transfer and customer experience, rather than speed.

The existing Wealthtime Classic platform will continue to operate as usual until the transfer of assets is complete after which the platform will be retired.

We will give constant updates and will actively look for feedback to help us transform our platform and service.

We will update advisers on this nearer the time of the Wealthtime Classic transfer. Our focus will be on the quality of the client transfer and customer experience, rather than speed.

GBST has extensive experience in delivering platform enhancements for regulated financial institutions. Further details of the update programme will be communicated to advisers nearer the time.

Wealthtime users will not have to transfer to a new platform. We will complete an accelerated programme to update the Wealthtime platform in 2025 delivering significantly enhanced platform functionality based on GBST’s market-leading technology and new front end AI capabilities provided by Wipro.

Advisers and their clients will benefit from a significantly enhanced platform that delivers the latest automated processes and seamless functionality.

There’s no immediate change to service for advisers and their clients using the Wealthtime Classic platform and there’s no action to take.

The Wealthtime platform will undergo accelerated platform updates in 2025. We will then transfer Wealthtime Classic customers to the enhanced Wealthtime platform. Our focus will be on the quality of the transfer and customer experience, rather than speed.

The existing Wealthtime Classic platform will continue to operate as usual until the transfer of assets is complete after which the platform will be retired.

We’ll be in touch throughout the process to keep you updated and answer any questions. We’ll deploy a specific communications programme for the Wealthtime Classic transfer nearer the time, including any blackout periods and actions advisers or customers need to take.

Advisers will benefit from a significantly enhanced platform with annual upgrades planned as part of our new agreement with Wipro and GBST. As part of this, we’re implementing a range of highly requested new features, alongside added-value components, to help our users deliver the best possible outcomes for clients.

Our service will benefit from Wipro’s advanced automation and operational efficiencies, but we’ll still own the adviser and client experience – you’ll speak to the same sales, customer service and relationship managers employed by Wealthtime.

While we implement the enhancements, there will be no immediate change for advisers and their clients using the Wealthtime or Wealthtime Classic platforms and there’s no action to take.

We’ll keep you updated and listen to your feedback to help us transform our platform and service.

There is no immediate change for clients. Over the coming months, advisers and their clients will start to experience improvements as teams of experts from Wealthtime, Wipro and GBST deliver the new platform experience.