Monthly Web Release - 06/10/2023

Monthly Web Release 06/10/2023

Dear Client,

We are pleased to advise that our next scheduled release will be implemented this evening, Friday  6th October.

This release includes new additions, updates, and improvements to functionality in the portal, the details of which can be found in the notes below.  We would ask that you review these items and cascade to your teams as appropriate.  

If there are any changes to what we have shared with you, then we will provide a follow-up note at the earliest opportunity. 

New Features:

HWPLAT 3385 - HMRC Starter Checklist   

As part of the SS&C Hubwise SIPP drawdown journey, there is currently the requirement to complete a HMRC starter checklist in the portal. This is no longer necessary, and this section of the journey will be removed with immediate effect. This brings our approach to customers entering drawdown for the first time in line with HMRC guidance.

HWPLAT 3394 - Removal of bank details for internal transfers 

Based on client feedback, when submitting an internal transfer as the contribution type, the payment options step no longer displays a bank account panel as these details are not required. 

HWPLAT 3459 – Document upload, visibility option 

In the adviser portal, we have made an improvement to the process for uploading documents to the portal, so that you can choose whether these documents will be visible to the investor or not.  This means certain documents that they do not need to see can be uploaded without the investors seeing them (IE AML documents). When uploading a document there will be a checkbox asking whether the document is to be made available to the investor.

HWPLAT 3482 – Mandatory bank account details for withdrawals 

Following a recent release, bank details became mandatory within the withdrawals section of the portal. Unfortunately, this meant users were unable to do an illustration where an investor requires income without having the investors bank detail.  Following feedback, we have made a slight change to the portal so that you can get to the illustrations without needing bank details and these will only be mandatory before submission of the application.

Improved Features/Fixes: 

HWPLAT 3323 – Update to beneficiaries (SIPP) 

This functionality was introduced in a recent release but has not been working correctly.  We have now fixed these issues and changes to existing details will be saved and updated successfully. We apologies for the delay in getting this functionality working correctly.

HWPLAT 3353 – Document update, erroneous symbols 

We have rectified some erroneous currency symbols that were displaying in document templates, typically presented as Â. 

HWPLAT 3375 – Adviser initial charges in drawdown illustrations 

We have corrected an issue where initial adviser charges were not being applied correctly in the transfer section of the drawdown illustration. 

HWPLAT 3396 – ISA top-up validation for previous Tax Year 

Following feedback partner firms, we have added a warning and confirmation checkbox on ISA top-ups, where the account was had not contributions during the last tax year to confirm the investor is making a new ISA declaration.

HWPLAT 3402 – Email addresses for password reset 

We have fixed a problem whereby password reset emails were going to the old email address of an investor following a change of email address.  Any changes of email address followed by a password reset will ensure the email goes to the new address.

HWPLAT 3472 – Portfolio Switch amendments 

Switch instructions input via the amendment journey were not updating the model details in the account where this process was started and the model was updated prior to the submission. This has now been rectified and saved instructions are now validated again when reopened, to ensure the selected end model is still available. An error will be presented if it is not, so that the user knows to check or change the model portfolio.

Should you have any questions then please click the “Contact Customer Services” button below.

Kind regards,

Jo Jones

Managing Director