Changes to the minimum value settings

What are the new minimum value settings? 

The table below shows the current minimum value settings are for pensions, wealth and mortgages and what these will be changing to on Thursday 4 November 2021.   

There are some new levels which have been introduced:

Why have minimum value settings changed? 

We have changed these levels based on the feedback we’ve received to allow you to receive a wider range of enquiries. 

How do I amend the minimum value settings on my account? 

1. Log into your account 
2. Go to the Profiles tab 
3. Select the profile you want to edit  
4. Within the ‘Manage Profile’ tab, scroll down to ‘Preferred Clients’  
5. Amend the minimum value level 
6. Click 'Save Changes'