What's New in v28.4

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 received upon completion. 

Generated SMPI documents - can be re-downloaded for up to 30 days after batch completion. 

Pensions Dashboard (PDP) - Accrued values when no SMPI is produced 

To comply with pensions dashboard data standards, the system now calculates accrued values for members who do not qualify for an SMPI—for instance, those within two years of retirement or with pots below £5,000 where contributions have ceased. 

Pension Scheme Return (PSR) 

This release contains further updates for PSR reporting.  The items included in this version are specifically related to Investments and Connected Party Transactions.   

Property Income & Expenditure 

A new reference “Source Transaction ID” is added to the Income and Expenditure record on any bank transactions related to property/lease income and expenditure. This new field is available for searching within the Property Search using ‘Transaction ID’. 

Report~Pro - Property Lease Invoicing Endpoint 

A new Property Lease Invoicing endpoint has been introduced in Report~Pro to allow advanced reporting capabilities. 

Payroll Payslips 

We have updated the sort order functionality for downloaded outputs in the Payslip reports within the Report Engine. Now, when you adjust the sort order in the modal before downloading, the selected sort order will be applied to the output file. 

Simple Annual Statement Report Template 

Changes have been made to the default template for the Simple Annual Statement in Report~Pro so that the document will now display the members residential address where this differs from their correspondence address.