Platform Updates
- Additional Stakeholder Options for Trust Clients - 07/11/25
- Transfer In Cancellations Now Available via the Platform - 26/09/25
- Raise Trades now implemented for fees
- Instructing a Fee on a Cash Transfer-In
- Manual Transfers on the Transfers Workbench
- Introducing Joint GIAs
- Resubmit Rejected Transfers
- Cloning Illustrations is now available
- Client names now available in reporting
- Partial Sipp Cash Transfers are now live!
- Expectation Delete
- Pension Payment Dates 2025
- New! Capital Gains Tool
- New Asset Availability
- Contract note emails
- Additional support flag for vulnerable clients, effective 02.08.24