Within client details, or work, it would be really useful if we could have a section called 'Annual Allowance' where we can show our calculations for pension contributions and carry forward. We would need a table with the following column headers: tax year, threshold income, adjusted income, annual allowance, carry forward and contributions.
This will allow us to use the Plannr system to evidence our calculations and advice on pension contributions.
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Feature Request
Contacts (Clients / Prospects / Employees / Introducers)
About 1 year ago

Zoe Coxon
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Accepting Feedback
Feature Request
Contacts (Clients / Prospects / Employees / Introducers)
About 1 year ago

Zoe Coxon
Get notified by email when there are changes.