UK Platform Transformation Programme
UK Platform Transformation Programme
Jul - Nov 2017
Design
Build
Å
Mar - Dec
2018
Soft launch
PECE
館
☑
Å
Testing
2019
Functional testing &
migration planning
Final system code
delivery
যে যে যে
Migration
rehearsals
ΙΔ
2020
Phased migrations
ΙΔ
2021
ΙΔ
Migration Migration
1
2
Final
migration
First migration successfully undertaken
New platform continues to operate well and at scale
Continued focussed support for advisers and customers
Adviser feedback driving system improvements
Lessons learnt from first migration incorporated into further migration
planning
Adviser engagement and readiness key to final migrations
Second migration of c.2,000 adviser firms to capture
majority (c.75%) of AuA and include QFP
Final migration represents c.5,500 adviser firms with c.15% of AuA
Total programme costs expected to be c.£200 million
Quilter
Successful migration of customers and advisers is the gateway to a strong business relationship over time ... new platform will be the beating heart of Quilter
Complete To come
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