01749670087 enquiries@pilgrimfp.co.uk

The new IronBright platform!

25th October 2020

16.10.2020

I am delighted to announce that on 1st November we will launch our new platform. As many of you will already be aware, this is something we have been looking to do for some time and is the latest in a number of initiatives which will enable us to continue delivering market-leading service to you. As with all areas of the service we offer, we regularly review the marketplace and with respect to platforms it has become clear that technology has moved on a lot in recent years.

This means we can now offer a more intuitive and client friendly user experience at a standard cost lower than your existing platform. We are also able to control more of the elements ourselves, taking away our reliance on third parties, which in turn reduces timescales and the potential for misunderstandings.

What exactly is a platform?
To be clear, a change of platform will not impact on the wider Financial Planning and advice service we provide, nor does it impact on the portfolios we manage for you. The platform, in this sense, is simply the administration system where the assets are actually held and where the transactions (payments in, payments out, trading etc) actually take place.

This is an exciting development for us and one that keeps us, and our clients, at the forefront of financial planning services in the UK. Under the IronBright banner, the portfolios and the platform will now go hand in hand.

Did I mention that it will also be cheaper? Modern technology translates to lower running costs which we are delighted can be passed on to our clients.

What we need from you now
By moving to more modern technology we also hope to reduce the amount of paperwork that we all have to deal with. This does however mean all communication will be done online. As such, if you have not already done so, can I ask that you please register for our secure client Personal Finance Portal so that we can keep you updated?

If you are yet to register please follow https://pilgrimfinancialplanning.mypfp.co.uk/ and click on the ‘Register’ button in the top right from where instructions will follow.

Unfortunately, if you are not online, I am afraid you will not be able to benefit from the new platform and will stay with the current provider at the prevailing, higher ongoing costs.

Next steps
While this is a positive move for all concerned we do want to make sure we move you over to the new platform in a deliberate and staged way rather than hitting a giant ‘GO’ button on the first day. This gives us more control over each account and so I would ask that you bear with us. You will all hear from us in the coming months confirming when your own accounts will be moved and anything we need you to do will be explained at the time.

In the meantime, if you have any questions, please don’t hesitate to speak to your planner.

In the community
Pilgrim are delighted to sponsor two excellent speakers at this year’s Wells Literary Festival.  As there will be a limited number of people attending each event all the speakers will be live streamed, this is free of charge and we are pleased to share the link with you. https://www.wellsfestivalofliterature.org.uk/live-streaming will tell you how to sign up to attend a virtual event. The website also gives the list of all the speakers.

The events we will be sponsoring are:

Pragya Agarwal who will talk about her book Sway: Unravelling Unconscious Bias at 6pm on Tuesday 20th October.

Pragya is a prize-winning behavioural scientist, activist, writer, and freelance. She unravels the 'unintentional' biases on how we communicate and perceive the world and the effect on decision-making. What are the forces that affect us all?  She investigates who we are and who we want to be. Scientific, non-judgemental.

‘Cogently argued and intensely persuasive’ Waterstones.

Sway

The second speaker is Hashi Mohamed on Saturday 24th October at 3.45pm. His book is entitled People Like Us: What it Takes to Make it in Modern Britain

How does a refugee from the Somali civil war become a successful London barrister with an Oxford degree? Hashi Mohamed explores social mobility in Britain today and concludes that his story is far from typical. He offers inspirational advice to those wanting to change their circumstances and to all of us who wish to see a better modern Britain.

People like us

We hope you have the opportunity to dip into the delights of this year’s festival.

 

Dan Hiles

Dan Hiles
Financial Planning Manager

CII

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