Our future with interactive investor
A practical guide to what to expect
- We are combining with interactive investor (ii) for an even better investment service for you.
- So you can benefit, we are asking for your agreement to move to the ii platform.
- Please let us know by 16 November 2020 if you do agree or want to opt out.
It’s easy to agree online
If you have online access, once signed in just select settings from the ‘My Account’ drop down menu, then, let us know your decision from there using the Joining ii option.
To sign in you will need your Customer reference - which is on your welcome email from The Share Centre and any letters we have sent you - and your password. If you have forgotten either, select the ‘Forgotten your …’ link from the sign in page and follow the instructions from there.
Don’t have online access?
Please use the form we posted to you to let us know your decision. If you would like online access with ii for the future please email us at firstname.lastname@example.org with your customer reference number and we will ask ii to set this up for you when the time to move comes.
Information to help you decide
You can explore the information available in this section of our website to help you decide. Here are some sections you may find of particular help.
Questions and answers
Answers to some of the questions we think you might have at this stage, organised by subject for easy reference.
Getting ready: what you can do now
There are some actions you can take now in the settings section of ‘My Account’ that will help smooth the way for your future service as part of ii. If you sign in to agree to the move, you might consider covering these at the same time.
1. Add a mobile phone number
If you have not already given us one. Your mobile phone number is used to help verify your identity if you need to reset your password on the ii platform and do not want to have to call the customer service team to do so.
2. Check your email address
To make sure that you do not miss any communication from The Share Centre, check that we have got an up-to-date email address for you, and that it is personal to you. If you use a shared email address – on a joint account for example – this will only work for one person on the ii platform, so you will need to arrange personal ones for the future.
3. Review your preferences
If you have told us you prefer to be contacted by post, we will continue to contact you that way, but choosing email over paper for the future means that, as we move ahead with combining The Share Centre with ii, you will receive important updates as quickly as possible.
* Important information about the ii SIPP
The ii SIPP is aimed at clients who have sufficient knowledge and experience of investing to make their own investment decisions and want to actively manage their investments. A SIPP is not suitable for every investor. Other types of pensions may be more appropriate. The value of investments made within a SIPP can fall as well as rise and you may end up with a fund at retirement that’s worth less than you invested. You can normally only access the money from age 55 (age 57 from 2028). Prior to making any decision about the suitability of a SIPP, or transferring any existing pension plan(s) into a SIPP we recommend that you seek the advice of a suitably qualified financial adviser. Please note the tax treatment of these products depends on the individual circumstances of each customer and may be subject to change in future.