October Upgrade Complete - New Features

Client Library

• Unlimited reports storage 
• Unlimited clients can be created within My Clients
• Introduction pre-populated with client details saving re-entry of data
• All reports written for a client accessible via My Clients

For a full illustration of how to use your Client Library please view the tutorial video

Covering Letter

• A covering letter can now be produced when creating a report – print on your own letterhead
• The structure and content of the covering letter can be managed via your Report Template Editor
• The address and personal information can be set up when creating a report or via My Clients

Pension Review

New sections included:

• Defined Benefit Scheme
• Group Personal Pension
• NEST

In addition to the new sections the features and benefits lists have been extended to include benefits such as Auto Enrolment / Self Investment / Death In Service / GMP.

Retirement Options

New sections included:

• Fixed Term Annuity
• Drawdown Pension With Guarantees
• Flexible Drawdown Pension
• Trivial Commutation

The retirement options section as a whole has been tidied up and made more flexible, also an emphasis on intuitiveness has been applied meaning if certain information is not to be included then this will be omitted from the report.