With Profit reports are being moved

The reports will now be accessed through a user’s Personal Settings rather than through each client, any archived reports will still remain in the clients reports but new versions will have to be generated from the Personal Settings area.

We have added Company Profile Reports

AKG Company Profile reports are now available via personal settings.

State Pension included in Flexible Retirement Optimiser

We are now adding the state pension income option to the Flexible Retirement Optimiser, much like we have in Pension Monster. Our users will be able to request a target income as usual, the system will then output the amount required from drawdown and will decrease the income when the state pension becomes payable so that the target income is being met through the whole term where possible.

Money Purchase Report updates

We have updated the Money Purchase reports to follow the design rules as per the Flexible retirement Optimiser and Defined Benefit report changes, please view our sample report located under the Money Purchase tab under Our Tools.