I am trying to migrate a client from iO to EVPro and it does not appear to be working, or the client might come but not all of the associated records like plans and funds. What should I be checking?

There could be a number of reasons why a client, or some of their associated records are not being migrated from iO to EVPro.

We suggest that you check the following on iO:

Does the client have a date of birth?
Any clients without a date of birth will not be migrated to EVPro.

Is the client 18 years old or older?

EVPro will not migrate clients under the age of 18.

Does the client have a Service Case recorded in iO?  

There must be one for the migration of the client.

Plans that have manual funds will be migrated, but work will be needed to add the asset class(es) to these manual funds, so that EVPro can model them.  There will be a message when the client is first migrated to tell you which plans have any manual funds.

If an Investment/Pension plan has no funds recorded in iO, then that plan will not be migrated over to EVPro.

If a plan in iO does not have a Product name, one will be created during the migration which will be  'Provider - Product name'.

If after making these checks, the problem still persists, please contact support@ev.uk and confirm what you’ve checked so that we can then look into this for you.