Split investments down further to separate BR & IHT plans

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.

Area of the system
Plans, Client Portal

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Upvoters
Status

Accepting Feedback

Board
💡

Feature Request

Date

7 days ago

Author

Sarah West

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