Xmas Bonus Upgrade

Upgraded Sections

The Pension Switching section has been upgraded and extended in line with the new features recently added to the Pension Review & Recommendation sections.

New Bed & NISA recommendation and Capital Gains Tax Calculator have been added to Investment Reviews of Unit Trusts, OEIC & General Investment Accounts and Chargeable Event Calculator (with top slicing relief) for Investment Bonds.

Coming Soon…

More developments are in the pipeline. Over the next couple of months look out for:

New features:

• Retirement Income Shortfall Calculator

New Sections

• Defined Benefit Pension Transfer
• Executive Summary

Best wishes for 2015 from all at PPOL

December's Upgrade

For details of the last upgrade click here