Take no action and move to our Direct Investment Service

• If you opt to move to our Direct Investment Service, you will continue to pay for the use of our platform but you will retain the same discounted platform fee as agreed for PwC My WealthPartner Online
• If you hold a TrinityBridge SIPP, the £150+VAT annual administration fee will continue to be waived for PwC clients
• Full details relating to costs and charges relating to this service can be found here.

As per our Terms and Conditions should you retain a cash balance of less than £25 for a 12-month period or more within your Investment Account or ISA, we reserve the right to arrange payment of the balance to your nominated bank account. If you have not nominated a bank account, a cheque will be posted to the home address we have on file for you.  

No changes will be made to your Portal access, you will be able to use your current credentials to log-in to your account.

• You do not have to do anything should you wish to move into this service. From 1 May 2026, any My WealthPartner Online accounts that remain invested on the TrinityBridge platform will automatically become part of our Direct Investment Service and you will become a client of our Direct Investment Service.
• You will receive periodic reminders about our service closure, to ensure you are aware of the options available to you before your service changes.
• You can still transfer out of this service or withdraw your holdings at any time, however the withdrawal process will involve instruction via the completion of a form.

After a detailed review of our business, we have decided to close our My WealthPartner Online order to focus on our core strengths; Financial Planning, Bespoke Investment Management and Fund Management. 

Over the past 14 years, since our service was launched, online My WealthPartner Online platforms have grown significantly. Many high-quality options are now available from companies that specialise in this type of service.

Following our recent review, we concluded that delivering the market leading experience that our clients expect would require significant investment into the service.  As we choose to focus on our core services, continuing with the My WealthPartner Online service without meeting our high standard would not be in our clients' best interest.

The service is already closed to new applicants and will close on 1 May 2026 for existing clients, after which you will no longer be able to make transactions online, via the My WealthPartner Online, but you will still retain access to view investments, transactions and correspondence.

TrinityBridge will not charge any fees for selling your investments and withdrawing the cash balance or for transferring to another provider.

Fees relating to our Direct Investment Service can be found here 

We are unable to comment on any fees relating to other providers. Please check the fees relating to their services with them directly.

You can no longer request new transfers into your account; however any transfer requests that are already being processed will be completed as per your application.

Yes, you will still be able to make cash deposits and ISA contributions into your account, independently, until 1 May 2026. If you become a client of our Direct Investment Service after this date, any ISA contributions or transfers in will need to be submitted via an application form.

We will endeavour to cancel any Direct Debit payments as soon as possible on receipt of your closure or transfer instruction, however you should arrange to cancel any regular direct debit payments yourself, directly through your nominated bank account to ensure no payments are taken after your instruction is received.

If you opt to transfer, you must set any regular contribution payments up with your new provider, they will not automatically transfer across.

If you opt to become a client of our Direct Investment Service, your regular contribution payments will remain unchanged.

There is no impact on your PwC Partner SIPP as this is administered by Standard Life rather than TrinityBridge. If you have opted to be able to view the value of the SIPP through the TrinityBridge My WealthPartner portal this is currently unaffected.  A request to transfer your portfolios from TrinityBridge will not include the PwC Partner SIPP and if you have any questions about your PwC Partner SIPP, you should contact Standard Life.

We prepare and submit annual self-assessment tax returns for clients that utilise our tax service. This service is only available to TrinityBridge clients and will therefore no longer be available to clients that decide to transfer away or withdraw their investments. 

The service will still be available to clients that decide to move to our Direct Investment Service on 1 May 2026.

We will aim to send you closing documentation within three months following account closure which will provide you with the necessary reporting on your account for the period prior to its closure.

If you have decided to transfer out or withdraw your holdings, your online access will be disabled soon after your closing documentation has been shared, and you will be unable to access the online portal using your current credentials thereafter. If you require any historic information regarding your investments once your online access has been disabled, our Investor Support Team will remain on hand to support you with this request.

If you opt to become a client of our Direct Investment Service, or hold other TrinityBridge investments, you will continue to be able to view and download information on your investments, transactions, and correspondence.

We may retain your personal information for the reasons explained in our Privacy policy, even after you transfer out or withdraw.

Our Investor Support Team remain on hand to support you. If you have any questions, or require additional support, you can contact us on 0800 028 8960 or +441606 810 191 if you are overseas, or email PwCsupport@trinitybridge.com and we will be happy to help.

Details of how to make a complaint can be found here