Help Center

Improved

Fixed

💡 Share your ideas

plannrtechnologies

Backlog

Planned

In Progress

Completed

Rejected

Accepting Feedback

Integration

Formbuilder

Time Tracking

Reporting / Exports / Searches

Conversations

Documents (File System)

Tasks

Settings

Client Portal

Contacts (Clients / Prospects / Employees / Introducers)

Income Reconciliation

Notes

Cases

Imports

Fact Find

Groups

Document Builder

Automations

Notifications

Workflow

Dashboard

New Business Events

Custom Fields

Branding

Circles

Audit

Plans

Plans - Valuations

Plans - Transactions

Signature Request

Valuation report

General Navigation

Other

Hey {name|there}! 👋

<p>Nucleus pensions are low cost platform SIPP's. This is different to a personal pension which benefits from FSCS protection etc. It is also different from a full blow SIPP. Is it possible to add Platform based SIPP as a subtype on plans so this distinction can be  seen.</p>

Platform based SIPP as plan subtype

Andrew Moore

Plannr Technologies

Platform based SIPP as plan subtype

Subscribe to post

Subscribe to post