September 2020 Upgrade

DB Pension Transfer

Ahead of changes to the FCA rules that become effective on 1st October the following sections have been updated.

For more details of which sections to use when click here

Introduction Section

New options for DB Pension Transfer reports for both Abridged and Full Advice.

New one page DB Pension Transfer Summary at the beginning of the report.

Pension Review Section

Updated to support new advice choices and possible outcomes - Retain or Uncertain for Abridged Advice and Retain or Transfer for Full Advice.

DB Pension Transfer Section

Updated to support Full Advice.

Appropriate Pension Transfer Analysis (APTA) Section

NEW section to support Full Advice.

Cashflow Modelling

Cashflow Modelling (now with Stress Testing) 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

Intelliflo Integration

Let us know if you wish to use the integration with iO - the back office system from Intelliflo - it's free of any charges.

Coming soon...

More features and updates will be added in coming months.

Previous Upgrade

For details of the last upgrade click here