March 2016 Upgrade

Mortgage Recommendation & Review

These sections have been updated to reflect the Mortgage Credit Directive that came into force 21st March.

Target Outcomes

The pension Target Date Fund investment strategy has been extended to include Target Outcomes.

Projected Benefits Comparison

This new calculator has been added to PPOLcalcs to compare projected maturity fund values of current pension scheme(s) against a proposed scheme. For full details and example report click here.

Coming Soon...

More developments, including all the budget changes for 6th April, are in the pipeline so look out for further news.

Previous Upgrade

For details of the last upgrade click here.