Use the links below to access your Wealth Platform and Secure Document Vault containing all your plan valuations and regulatory statements.
Client Wealth Platform
Your Wealth Platform offers secure 24/7 access to your portfolio and overall wealth via mobile and desktop, meaning you can keep track of all your assets online, at any time. Click the image below to register or log on.
Client Secure Document Vault
Click below to access your Secure Document Vault, where you can find and store all regulatory and compliance documentation relevant to your investments held on the Fusion platform.
Articles
What To Expect From The Chancellor’s Spring Statement
The “Spring forecast” will be presented to Parliament on 26 March 2025, alongside a statement from the Chancellor, Rachel Reeves. What do we anticipate being announced?
Transforming Inheritance: Including Pensions in Estates for IHT from April 2027
In her latest budget, Chancellor Rachel Reeves introduced a major change to inheritance tax rules, bringing pensions into the scope of an individual’s estate.
Market Commentary
Your Market Review February 2025
A look back at markets in February when US shares fell amid growth concerns and European markets gained.
Your Market Review January 2025
An overview of markets in January when equities delivered positive returns, with European shares outperforming other regions.
Your Market Review December 2024
A look back at markets in Q4, when US shares rose following Trump’s US election victory while many other regions saw declines.
Quarterly Reports
Your Quarterly Portfolio Review Q3 2023
The latest insights from Schroder Investment Solutions (SIS) Chief Investment Officer, Alex Funk, including market performance and commentary specific to the SIS portfolios and funds.
Your Quarterly Portfolio Review Q2 2023
The latest insights from Schroder Investment Solutions (SIS) Chief Investment Officer, Alex Funk, including market performance and commentary specific to the SIS portfolios and funds.
Your Quarterly Portfolio Review Q1 2023
The latest insights from Schroder Investment Solutions (SIS) Chief Investment Officer, Alex Funk, including market performance and commentary specific to the SIS portfolios and funds.
Finance in the news
Gifting Property: What Are The Inheritance Tax Implications?
Contrary to widespread belief, inheritance tax does not just impact the extremely wealthy. Rising property prices have meant more estates than ever are likely to face an inheritance tax bill.
Finance in the News – w/c 07.11.22
Short summaries of recent articles we think you will find useful from some of the UK’s broadsheets.
Finance in the News – w/c 31.10.22
Short summaries of recent articles we think you will find useful from some of the UK’s broadsheets.