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What's New
Product updates and releases

Simple Annual Statement Template Change and PSR Investment and Holding Level Data Capture
Simple Annual Statement New Template and Rounding Changes have been introduced to Platinum to enhance the simple annual...
Mar 10
26

Group Customer Invoicing, updates to the Transfer Out process and enhancements to Cash Warnings reporting
Group Customer Invoicing, updates to the Transfer Out process and enhancements to Cash Warnings reportin
Feb 10
56

DBLS Payroll, FPS Improvements and Optional NI Number
LTA Abolishment – DBLS Payroll Following clarifications introduced as part of The Pensions (Abolition of Lifetime Allowance Charge etc)...
Dec 11, 2024
84

LTA Abolition, Property Ownership and Payroll Upgrades
Lifetime Allowance Abolition Amendments for overseas transfers From 6 April 2024, for transfers to Recognised Overseas Pension Schemes...
Oct 30, 2024
59

Reporting Enhancements, FPS Process Improvements and a refresh of Platinum Learn
Further LTAA Enhancements - BCEs This update specifically addresses the administration of Serious Ill Health Lump Sum (SIHLS), Annuity...
Sep 10, 2024
87

New Licensed Modules and Further Enhancements to LTAA, Cash Warnings and RAS
This substantial release introduces the following new licensed modules into the Platinum ecosystem alongside important regulatory change...
Jul 16, 2024
103

LTAA Follow Up, Bulk CVM Enhancements and Report~Pro Capabilities
Lifetime Allowance Abolition (LTAA) Follow up Following on from the significant LTAA regulatory changes released in V27.0, we have added...
May 14, 2024
93

Version 27.0 - LTA Abolishment & Tax Year 2024/25 Requirements
Our Tax Year End release introduces the extensive features required to support post 6th April 2024 regulatory changes around the...
Apr 3, 2024
231

Invoicing Enhancements
Report~Pro letters and templates are enhanced by the addition of property tax and proforma invoices, credit notes and chaser letters....
Feb 29, 2024
56

Enhancements for Annual Statements, Banking & Bulk CVM Processes
SMPI Simpler Annual Statements From 1 October 2022, Occupational Schemes or Personal Pension Schemes that are used for Automatic...
Feb 6, 2024
88

Cash Warnings, Bulk Fee Structures & Asset Groups
Cash Warnings - Improving Outcomes for Non-Workplace Pensions New Cash Warnings functionality has been released to enable clients to meet...
Nov 29, 2023
107


SMPI TM1 V5 and Spring Budget - V26.4
SMPI Changes – TM1 v5.0 Platinum has been updated to accommodate the new reporting requirements for Statutory Money Purchase...
Sep 24, 2023
65
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