Change at a glance

Location

Detail

Auto Save Functionality

Within the Suitability Wizard

Changes within your report or template are automatically saved when moving to the next page.

Remember you will still need to click the save icon to save changes on a page if you have made amendments before exiting.

A notification message appears when your progress has been saved.

Sample Templates

Templates

We have created a new ‘Sample Templates’ tab and added three initial sample templates, namely ISA, Pension Switch and Repayment Mortgage and Protection. It is our intention to add more sample templates in coming weeks. This gives users more choice by offering simple out of the box solutions and/or quicker customisation of requirements.

More information can be found on the Help & Support Portal.

Help & Support Here

Duplicate Template Button

Templates

This new feature provides a quick way to create variations of an existing template.

Help & Support Here

Detail

Report Output Section Spacing Improved

Generated Suitability Report

We have reviewed the spacing between each section within the generated reports to remove any erroneous line spaces.

Lifetime Mortgage options added to Financial Details Summary Appendix

Selected from the Report Builder → Introduction to Advice → Financial Details Summary → Summary of the Client(s) Personal & Financial Circumstances.

New options have been added to the ‘Mortgage Type’ dropdown to cater for clients with existing Lifetime Mortgages.

Replaced ‘Key Facts’ with ‘Information’

Selected from the Report Builder → Introduction to Advice → Background to our Meeting → Select Documents Issued.

As ‘Key Facts’ disclosure documents are disappearing we have replaced the term with the more generic description of ‘Information’.

Change at a glance

Location

Detail

Additional Business Type:

Sole Trader

Selected from Getting Started → Business Customer → Business Type.

If you select this option, output text is presented in the report under Strategy Overview and Business Protection Advice sections.

We have enhanced the Business Protection section by creating new text for Sole Trader Business Customers.

Change at a glance

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Detail

Additional Investment Products:

Cash Lifetime ISA

Stocks & Shares Lifetime ISA

Selected from the Report Builder → Investment Advice → Recommended Plan → Product.

We continue to add new products throughout the system. These options coincide with the launch of the new Lifetime ISA.

NISA changed to ISA and references to ‘New’ removed.

Selected from the Report Builder → Investment Advice → Recommended Plan → Product.

We have removed the term ‘New’ from traditional Stocks & Shares ISAs throughout the report and glossary of terms.

‘Whole of Market’ text option removed from Platform Recommendation sections.

Previously selected from Platform pages within Investment and Retirement Advice sections.

These aspects are normally covered elsewhere in the sales process.

Charges section updated with further options

Selected from the Report Builder → Plans (Recommended Plan) → Charges

When including the Charges section within Investment or Retirement Advice we now calculate separate values to base the ‘Initial’ and ‘Annual’ charges on.  These values take into consideration all contribution types being recommended.

Change at a glance

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Detail

Multiple Mortgage Recommendations now Supported

Selected from the Report Builder → Mortgage Advice

If you select these options, output text is presented in the report under Mortgage Advice.

We have brought the Mortgage Recommendation section in line with the other recommendation areas by splitting out Overall advice from Per Plan advice.  This enhancement allows multiple mortgage recommendations to be made within the same suitability report.

Important: if you have existing mortgage reports in progress or mortgage based templates you will need to select the ‘Mortgage Lender’ option in either the Section Builder or Plan Builder to be able to record information regarding the Lender.

Change at a glance

Location

Detail

Navigation Text Improved

Application Side Bar

The side bar navigation items are now white to enhance usability.

Reassign Report Drop Down Improved

Reports → In Progress

The Drop-Down displayed when reassigning an In Progress report now includes Usernames for clarity.

Your Profile Moved

Dashboard

The ‘Your Profile’ page is now accessed via your name at the top of the page.

Help & Support Here

Help & Support Updated

Help & Support

The Help & Support Articles have been reviewed and updated where necessary.

Help & Support Here