Staying COVID-19 Secure 



Our teams continue to work from home in line with current guidelines to protect themselves and the wider community. We are using internet enabled telephones to continue services as usual but would encourage you to use email wherever possible. 

Some processes have been modified with the aim of making life easier for our users, whilst still considering the risks and appropriate controls.  Please see below for further details as well as more information about technology that may make is easier for you to interact with your clients during lockdown.


Webinars to help you with un-structured learning


Options for large investment amounts via electronic bank transfer


Acceptance of scanned withdrawal forms & temporary Adviser withdrawal instructions


Acceptance of scanned forms for Origo pension transfers


New options for submission of forms (from 10 August)


Options for producing scanned documents if you or your client do not have a scanner available


Virtual client meetings