Add 'advice type' selection to New Business register

Completed

New Business Events

stuartboyle

This is mainly for FCA/External compliance reporting purposes.
Our current register has an Advice Type dropdown. This has been indispensable if Compliance have asked for, for example, all new pension transfers in a set date range, as we can filter by what we need.

I assume this would be useful to most firms, and possibly would make more sense to have in place of the current "Contribution Type" options. Screenshot for reference of what options we have with our register.

a year ago

stuartboyle

a year ago (edited)

lysa_heaton

Thank you @stuartboyle
I will take a look when I am back from annual leave on Wednesday, I will definitely be adding new additions to this dropdown such as Pension Transfer, Switch and Advice Point and will think of the Title of the field but cannot use Advice Type as this is already in use (See screen shot)

a year ago (edited)

lysa_heaton

Hi @stuartboyle

Following on from my post to the change log in Sleek and in the community you now have an additional contribution types of Advice Point, Switch and Pension Transfer with a notes field.

All of this is also exportable in the New Business Export where you are also able to apply filters including the Advice Area and date ranges

I am therefore updating the status to Completed

a year ago (edited)

lysa_heaton

marked this post as Completed

a year ago

Hi there 👋

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Add 'advice type' selection to New Business register