Delta Financial Systems Limited

New Customer Service Surveys

We are always keen to hear feedback from you about the service we provide so that we can try to make things even better.

We have therefore introduced a new online survey for you to complete to give us feedback on how well we have done on key aspects such as upgrades, installations and support queries.

The survey is quick and easy to complete and for each completed survey received we will donate £1 to our nominated local charity, which for this year is Zoe’s Place.

We would therefore be grateful if you could take a few moments to complete these surveys thereby helping us to improve our service and helping our nominated charity in the process.

Delta Financial Systems Limited

End of Life Notice – SQL 2005

As part of our development strategy Delta endeavours to support as many versions of operating systems and database platforms as practically possible. Standard market practice is to properly support the current and previous version; generally Delta has exceeded this but there are points at which we need to consolidate this position.

In respect to Microsoft SQL server the active products in the market are SQL 2005, SQL 2008 and SQL 2012. There is also another release planned for 2014. In addition there are the combinations of Express, Standard, Enterprise, Small Business Server, 32 and 64 bit editions for us to manage and test against.

Microsoft originally set an End of Life date for SQL 2005 of 12th April 2011 which was over two years ago and although they have since extended this to 12th April 2016 we feel it is impractical as an organisation to continue supporting this product to that point.

As such we will no longer install or actively support the Report~Pro system on Microsoft SQL 2005; that is not to say it will not continue to work on this version but as we make new releases available we will not test any routines against SQL 2005 and any issues encountered will not be supported.

We will be contacting those of you whom we know are using SQL 2005 to help with a strategy to migrate or upgrade your database platform and for those on a Delta ISV agreement for SQL 2005 there will be a minimal cost licence change involved.

Please contact the Delta Technical team at technical@deltafs.co.uk for help and support on migrating your system.

Delta Financial Systems Limited

New Clients

We are delighted to welcome our latest new SSAS~Pro client. Hurley Trustee Services Limited is based in Leatherhead and forms part of recently established Hurley Partners, providing discretionary management services to high net worth clients.

We wish them every success. 

Delta Financial Systems Limited

SIPP Operators Thematic Review

Whilst there is still no news from the Financial Conduct Authority (FCA) on revised capital adequacy requirements for SIPP operators this past week has seen the publication of FG13-08 – A guide for Self-Invested Personal Pensions (SIPP) Operators. http://www.fca.org.uk/your-fca/documents/fg13-08

This will be of relevance to all of our SIPP~Pro clients and once you have all had the opportunity to read and digest the contents we would welcome your thoughts on how SIPP~Pro can help you meet your obligations under the FCA’s guidance.

The third SIPP Operators Thematic Review has also commenced this week and is intended to look at areas highlighted in the 2012 thematic report, and focus specifically on the following:

  •       SIPP operator financial resources;
  •        the quality of business SIPP operators allow within their schemes, and
  •        the operational procedures and controls in place.

We know from the previous reviews that the FCA request a range of information in advance of visits and telephone interviews and we have had sight of the FCA’s published guidance on their latest round of reviews. This can easily be extracted from SIPP~Pro using the Report Engine and we have compiled a guidance note for you to follow. Therefore please do contact the Support Team at support@deltafs.co.uk or on 0845 6800143 if you would like them to send you this.

Delta Financial Systems Limited

New Product Release – Enhanced Online Application Form

The latest version of the Delta Module Manager sees the release of our enhanced Online Application Form (OLAF) Module.

 The new OLAF Module converts your SIPP member application form into a series of individually customised web pages for advisers or members to apply online.

 Validation is applied to the data fields to ensure that you only receive good quality data and you are able to control access to the module via secure user names and passwords. You also have the option to allow individuals to apply directly using a self service mechanism.

Different application forms can be created under different brandings, with each branding used by many different advisers or a brand may be exclusively used by just one adviser.

Upon receipt of the form you are then able to download a text file of the membership data directly from the OLAF database to create the member record in SIPP~Pro at the click of a button, thus reducing processing time and the possibility of inputting errors.

There is a demonstration of the OLAF Module on our website at http://www.deltafs.co.uk/SIPP-Pro/Online-Services.aspx. If you would like more information please contact the Support Team at support@deltafs.co.uk or on 0845 6800143.