News & Insights

Throughout 2025 we’ve been steadily developing the Morningstar Wealth digital drawdown experience. Reaching the half-way point in the year is a good time to reflect on what we’ve achieved so far. Highlights include: Streamlined digital workflow with quick, efficient and paper-free processes Integrated pension illustrations with seamless access from Adviser Portal Digital declarations with no..

Momentum is building on enhancing the Morningstar Wealth Platform, this month will see a number of key enhancements deployed to customers: Completing our move to the latest Microsoft cloud services, providing a robust, scalable and secure foundation for future developments. Our new online and fully automated transfer tracker service, providing real time insights on where..