January 2016 Upgrade

Risk Warnings

These have been completely re-worked to streamline the report and save a few pages

Note that if you have customised the old risk warnings using the Report Template Editor then you may want to customise these new risk warnings

Pre-Sale Report

This additional type of suitability report includes a summary at the end for the client to sign-off

Same Investment Strategy

Where the same investment strategy as the preceeding section is to be used then the new Same as Previous strategy is available to simply refer back rather than have to repeat the detail

Introduction

The dates of meetings etc page has been dropped from the wizard as this information is no longer a FCA requirement

My Calcs - Cashflow Pro

Cashflow new investment activity Buy Lifetime Annuity. Use an investment (typically a pension pot) to buy an annuity and so create an income stream for life

New yield on assets (eg Buy to Lets etc)

Coming Soon…

More developments are in the pipeline look out for further news.

Previous Upgrade

For details of the last upgrade click here