on - last edited on by
sara.row
Overview
We’re releasing a brand new report during October. Here’s what it will let you do: -
- Create a simple list of your clients' current plans and policies and share this with members of your team who don’t log into Xplan very often
- Choose which plan / policy types to include
- Include / exclude total contributions and withdrawals
Why are we introducing this?
You told us that you need a basic report to share client information with those who don’t log into Xplan regularly. The valuation reports were sometimes used for this purpose, but they were too detailed for what you needed.
We’d love your feedback on this when it’s made available on your site. For now, you can provide this to your Account Manager but we’re looking at ways in which you can provide this to us directly.
The options available will be: -
- Which plan / policy types to include: -
- Assets (e.g. investments, cash assets)
- Pensions
- Annuities
- SIPP wrappers
- Platform wrappers
- Property and land
- Protection (insurance policies)
- Liabilities (mortgages, unsecured borrowing)
- Whether to include contributions and withdrawals
What do I need to do?
We’d love you to take a look at the report when it’s available on your site and provide us with some feedback.
