Transferring your clients to the 7IM Platform

Moving your clients’ investments efficiently, safely and securely.

When your clients have made the decision to transfer their investments, you want the job done in a smooth and simple way. That’s why we’ve updated our onboarding process to become our best digital journey yet – and with no additional charges for our cash or in specie transfers.

Our improved system is designed to make the process seamless for advisers and clients alike – getting their investments quickly and safely into our care and giving you peace of mind.

It’s easy to instruct a transfer

Transfers are made simple with our new system – here’s some of our top benefits:

It’s easy to onboard your clients and instruct a transfer

Transfers are made simple in our new system, with our enhancements making the entire process significantly faster and smoother.

How this helps you: We can help even more of your clients with the option to switch many types of investments.

Transfer options to suit you

We can support the transfer of an extensive range of investment types both in cash and in specie including Funds, Shares, and VCTs.

How this helps you: Less time is wasted spent converting assets to cash.

A smoother process through integration

We’ve integrated industry leading tools like Origo into our system, which allows us to complete pension transfers electronically, provide you with immediate transfer updates and making our whole process faster.

How this helps you: The overall process is now much quicker and requires less input from you.

Easy to monitor progress

You can follow the transfer process from end to end online, with statuses and comments on our Assets in Transfer section on the platform, giving you live updates on your transfers.

How this helps you: No need to worry about your progress with our alerts to keep you informed.

No cost to clients

We don’t charge any transfer fees to your client to transfer in or out of the 7IM Platform.

How this helps you: No extra surprise charges eating into your investments.

Working with the platform industry

We're committed members of TISA Exchange Limited and since 2019, we have supported STAR’s initiative to shape recognised, industry-wide standards to promote good practice in transfers and we have representatives in both implementation and steering groups. Following the launch of their STAR accreditation initiative, we are have been proud Gold award recipients for personal pension, SIPP and SSAS in 2023 & 2024.

How this helps you: We conduct ourselves in line with the best industry practices, so you can feel assured that you’re working with a trusted partner.