Not all information is visible. Please log in or register to see more.

Community

Hello there!

More great content is available for our registered community members, log in now to take a look.
OR
cancel
Turn on suggestions
Auto-suggest helps you quickly narrow down your search results by suggesting possible matches as you type.
Showing results for 
Show  only  | Search instead for 
Did you mean: 
UK: Essentials Knowledge Base
cancel
Turn on suggestions
Auto-suggest helps you quickly narrow down your search results by suggesting possible matches as you type.
Showing results for 
Show  only  | Search instead for 
Did you mean: 

Xplan Essentials (UK) - Money Purchase Annual Allowance (MPAA) - Release Note

mary.galloway
Iress People
Iress People

on ‎20-02-2024 11:23 PM - last edited on ‎08-05-2024 07:25 PM by Community Manager

 

Available from 22nd February 2024

 

Overview

The Xplan Product team are updating the Financial Details > Retirement > Pensions page to include the Money Purchase Annual Allowance field on the following Xplan Essentials sites in the UK region:


  • Xplancentral
  • Xplancentral1
  • Xplancentral2
  • Xplancentral3
  • Threesixty

 Please check the URL of your Xplan site in your browser if you are unsure whether this applies to you.


 

Feature

 

Money Purchase Annual Allowance

The updated Pensions page now includes the field to record ‘Has the client triggered the MPAA?

marygalloway_0-1708415086408.png

 

Partner details to be recorded on the partner’s page.

marygalloway_1-1708415238888.png
0 Kudos

Iress is a technology company providing software to the financial services industry.
Our software is used by more than 9,000 businesses and 500,000 users globally.

Resources

Trust

About

Social

© Iress 2025. All rights reserved