What's New

Group Customer Invoicing, updates to the Transfer Out process and enhancements to Cash Warnings reportin

LTA Abolishment – DBLS Payroll Following clarifications introduced as part of The Pensions (Abolition of Lifetime Allowance Charge etc)...

Lifetime Allowance Abolition Amendments for overseas transfers From 6 April 2024, for transfers to Recognised Overseas Pension Schemes...

Further LTAA Enhancements - BCEs  This update specifically addresses the administration of Serious Ill Health Lump Sum (SIHLS), Annuity...

This substantial release introduces the following new licensed modules into the Platinum ecosystem alongside important regulatory change...

Lifetime Allowance Abolition (LTAA) Follow up Following on from the significant LTAA regulatory changes released in V27.0, we have added...

Our Tax Year End release introduces the extensive features required to support post 6th April 2024 regulatory changes around the...

Report~Pro letters and templates are enhanced by the addition of property tax and proforma invoices, credit notes and chaser letters....

SMPI Simpler Annual Statements From 1 October 2022, Occupational Schemes or Personal Pension Schemes that are used for Automatic...

Cash Warnings - Improving Outcomes for Non-Workplace Pensions New Cash Warnings functionality has been released to enable clients to meet...

SMPI Changes – TM1 v5.0 Platinum has been updated to accommodate the new reporting requirements for Statutory Money Purchase...

PSD Records for Different Types of Adviser Platinum PSD functionality has been updated to make the Adviser role broader. With the change,...