What's New

Product updates and releases

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...

Invoicing Enhancements

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

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...

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...

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...

PSD Enhancements & Report~Pro Branding - V26.3

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

Open Architecture Reporting, Payroll Enhancements & Regulation Updates - V26.2

Open Architecture Reporting The Platinum ecosystem includes our Enterprise Reporting and Dashboard server (Report~Pro), that enables...

Pensions Dashboards and Budget Changes - v26.1

Pensions Dashboard - SMPI & Valuation Data Selection We have introduced Pensions Dashboards capability in advance of the new deadline,...

Tax Year End Release 2023 - v26.0

Pensions Dashboard The Pensions Dashboard is being introduced in 2023 and as such the Pensions Dashboard Programme (PDP) has provided a...

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