15 working days to go…
Brokers cutover plans
Broker plans are now published on the PPL & LIIBA websites and will be updated every Wednesday.
Download broker plans here
Attention to all Broker firms that intend to use the Archive & Bulk upload functions
Here is the summary of what you need to do:
- Identify which of your users you want to perform the upload, whether new or existing.
- Determine whether you set up a new team or allocate permissions to users in existing teams.
- Your chosen set-up needs to be communicated to PPL to ensure this is actioned in a timely manner.
- Ensure these users have been trained on uploading to next gen using the archive/bulk functions.
The process is explained in more detail within the guides:
PPL Archive Placement Tool: Download here
PPL Bulk Upload Tool: Download here
Market User Agreement
The MUA “pre-view” has been sent out to the majority of PPL customers over the past few days; any remaining MUAs will be sent out early next week. We are currently working through the returned emails for those contacts no longer at the firms.
W/c: 6th February the MUA will be sent out for digital signatures via DocuSign
The new PPL LMS (E-learning platform) is available now!
Any questions on training, please contact: firstname.lastname@example.org
Has your IT Dept configured your Single Sign-On (SSO) for Next Gen?
SSO is compulsory to use Next Gen. Download the guidance here
PPL has a 5-day SLA for SSO set-up and/or a technical discussion. The 5-day period starts from receipt of your completed SSO template
PPL Market Forum
For all PPL Points of Contact commences on Monday @ 2.15pm.
We will cover the top frequently asked questions of the week.
All invites have been sent, if you haven’t received one, please let us know on PPLenquiries@placingplatformlimited.com
Weekly market demonstrations
Been running for 3 weeks now, fantastic attendance & engagement from the market!
Regular opportunities for you and your colleagues to see the platform. Drop-in, lunch ‘n’ learn sessions. All virtual and last for approx. 45 minutes.
Every Tuesday/LIIBA: https://calendly.com/pplprogramme/ppl-nextgen-demo-liiba
Every Wednesday/LMA: https://calendly.com/pplprogramme/ppl-nextgen-demo-lma
Every Thursday/IUA: https://calendly.com/pplprogramme/ppl-nextgen-demo-iua
Your PPL Relationship Managers are always on-hand to support you in addition to the increased frequency of communications.
If you have any questions, want to be added to any distribution groups, or anything else – just ask us!
Please drop an email to: PPLenquiries@placingplatformlimited.com
Download PDF version here