Reporting Enhancements, FPS Process Improvements and a refresh of Platinum Learn
Further LTAA Enhancements - BCEs This update specifically addresses the administration of Serious Ill Health Lump Sum (SIHLS), Annuity...
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What's New
Product updates and releases
- Jul 16
New Licensed Modules and Further Enhancements to LTAA, Cash Warnings and RAS
This substantial release introduces the following new licensed modules into the Platinum ecosystem alongside important regulatory change...
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- May 14
LTAA Follow Up, Bulk CVM Enhancements and Report~Pro Capabilities
Lifetime Allowance Abolition (LTAA) Follow up Following on from the significant LTAA regulatory changes released in V27.0, we have added...
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- Apr 3
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...
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- Feb 29
Invoicing Enhancements
Report~Pro letters and templates are enhanced by the addition of property tax and proforma invoices, credit notes and chaser letters....
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- Feb 6
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...
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- Nov 29, 2023
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...
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- Sep 25, 2023
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...
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- Aug 2, 2023
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,...
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- Jun 21, 2023
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...
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- Apr 26, 2023
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,...
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- Mar 13, 2023
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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