Currently the ‘Investments’ section includes everything from GIAs / ISAs / Bonds to EIS / VCTs. Feedback from clients on the portal (& staff) is it would be beneficial if these were separated similar to Pensions.
Please authenticate to join the conversation.
Accepting Feedback
Feature Request
7 days ago

Sarah West
Get notified by email when there are changes.
Accepting Feedback
Feature Request
7 days ago

Sarah West
Get notified by email when there are changes.