P60 Reports P60 logic has been updated to now use the Cumulative Gross Taxable Income (£) and Cumulative Tax (£) figures from the recently introduced Tax Year Cumulative Totals grid for the relevant tax year. This means that any corrections made in the grid will automatically be reflected in the P60. In addition, P60 templates […]
PSR SIPP Reporting: CSVs for Loans and Tangible Movable Property are now available for Platinum SIPP, completing the PSR changes for 2024/2025. A webinar will be held on Friday 16 January to provide information on the new fields that have been introduced across previous versions and the CSV functionality. Property Proforma Invoicing:
Tracking Asset Group Splits We’ve introduced several improvements to the Asset Group area of Platinum to support defining and managing ownership splits. You can now create, view, update, and delete Default Group Transaction splits, ensuring that Ad Hoc Transactions, Bank Interest, and Bank Charges are automatically allocated according to predefined ownership proportions. Proportional Fee Invoicing
Performance enhancements for SMPI Batch processing Improvements have been made to enhance the speed and efficiency of generating large batches of SMPIs using Azure Batch processing. In addition, the following features have been added in this release: Batch History – You can now access a full history of SMPI Batches. Batch progress - can be monitored and notifications
What’s New in v28.4 Read More »
Pension Scheme Return To meet the updated PSR requirements, we’ve added new fields into Platinum within Loans and Borrowings, Relationship Management for both Organisations and Contacts and the ability to record annual valuations for SSAS. We recommend you start recording PSR data in readiness for the January deadline, keep an eye out for future releases
PDP: Revised Data Standards We have enhanced Platinum with the revised data standards provided by the Pensions Dashboard Programme. The work delivered includes changes to formatting, new data item options and new rules for excluding members from the Dashboard. Capped Drawdown – GAD Tables The new HMRC GAD Tables have been seeded into this release.
This release contains some valuable enhancements to our Client Money Reconciler (CMR) alongside changes in readiness for the new Pension Scheme Return (PSR) reporting requirements. We have also included efficiencies to Relationship Management and our RBCE processes. CMR: Bank Reconciliation Improvements Enhancements have been made to the Client Money Reconciler (CMR) in Platinum. You can now
What’s New in v28.0 We are excited to announce the release of version 28.0, which brings some new features, technical improvements, and payroll updates for the new tax year. FPS New Data Items for 2025/26 Tax Year Standalone Lump Sum To conform to the updates to the RTI Schema for the 2025/26 tax year, Platinum’s
v28.0 Tax Year End Release Read More »
Simple Annual Statement New Template and Rounding Changes have been introduced to Platinum to enhance the simple annual statement template to include details of benefits taken for partially crystallised members. We have also introduced rounding to the SMPI so that the projected pension figures is now rounded to 3 significant figures (or the nearest £10
v27.7 – What’s New Read More »
Group Customer Invoicing Platinum’s Customer Invoicing functionality has been enhanced to enable the configuration and generation of customer fee invoices for members of SIPP true groups and asset groups. This new feature allows you to default customer invoicing preferences for asset groups, create group specific fee structures that can be linked to the group as well
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