Start your journey

At the beginning of the journey, your implementation manager will introduce themselves and tell you a bit about what's to come, answering any questions you may have.

During this phase

Your implementation manager will:  

• Contact you and your adviser to introduce themselves 
• Explain the implementation process
• Arrange a call to go through your scheme fact find
• Provide support material to help you get ready

You’ll need to: 

• Decide who you’ll need to involve during the implementation process
• Review our online support material
• Get ready for your scheme fact find call

Support materials

Online system videos

We’ve created demo videos which bring our system to life. But don’t worry, we’ll provide one-to-one training later in the implementation process, so you’re fully up to speed on what you need to do.