December 2025 Upgrade

Financial Services Compensation Scheme (FSCS)

The FSCS bank deposit compensation limit has increased from £85,000 to £120,000 from 1 December 2025. For other investments the limit remains at £85,000.

Cashflow Modelling

Cashflow Modelling plus more than 20 financial calculators are now half-price at just £30+VAT per user per month for our existing Suitability customers - contact us to arrange a one-to-one demo.

Plannr CRM, Iress XPlan and Intelliflo Office Integrations

Import details of Clients, Incomes, Spending, Investments, Assets, Loans & Protection and get latest valuations.

Base Investment & Pension Recommendations & Reviews on existing plans.

Let us know if you wish to use an integration - they're free of any charges.

Coming Soon...

More features and updates will be added in coming months.

Previous Upgrade

For details of the previous upgrade click here