Xplan Essentials (UK) - Defined Benefit/Final Salary Transfer Advice wizard - Release Note

[mary.galloway]

Available from 8th March 2024

Overview

The Essentials team will be releasing a new wizard to record Defined Benefit/Final Salary pension transfer advice to all Essentials sites.

 Contents

• Features
• Scenario Wizard
• Summary Document
• Xport
• Related article

Features

Scenario Wizard

The scenario wizard will be located in the Advice Process menu and allows you to record multiple instances of advice for a specific defined benefit/final salary pension including the following:

• Triage
• Abridge advice
• Full advice

The scenario wizard can be linked to a case, assisting with accurate compliance records.

Summary Document

A summary of the scenario can be generated and saved against the client record.  The file name includes the scenario name for easy identification.

Xport

The DB Transfer Advice Xport has has been created to help generate the results across your client bank.

Related article

Please click on the following link to view:

• Feature Overview