New Junior Pension (plus improved Joint GIA and entity-based accounts)
Rounding off a busy February 2023 for Fundment – some more news for our users.
Firstly, we have launched the Fundment Junior Personal Pension (JPP). We have also improved and fully digitised our account opening process for Joint General Investment Accounts (GIAs) and entity-based accounts: company, charity and trust.
As important as what we’ve done is why we’ve done it. We believe that investment platforms should provide complete support to advisers. We already offer a Junior ISA and, now, we have a Junior Personal Pension too. When it comes to account digitisation, our previous process for these account types wasn’t wholly aligned with what Fundment stands for, so we’ve corrected it.
These improvements are designed to behave like existing functionality, ensuring that you continue to enjoy the same user-friendly experience when opening accounts. You will first be asked to choose a client type (Individual, Joint or Entity) and from there our familiar account creation workflow will guide you step by step.
Our enhanced, digital account opening process for Joint GIAs and entity-based accounts is in place right now, and our Junior Personal Pension is live on Fundment.
Should you have any questions about our Junior Personal Pension or other accounts, please get in touch with support@fundment.com.
This content is for financial advice professionals only.