April Web Updates

Dear Client,

We are pleased to advise you of our April software updates, which will be live as of 30th April: 

1. Contribution Amendment Form.  The employer details section from the Application Form is now included in the Amendment Form when a related employer contribution has been changed.    This will ensure that full details are provided. 
2. Improvements to responsiveness when logging in.  We have changed the way in which we manage the logging in process.  The changes should ensure that it is much more efficient, faster, and scalable.
3. Support for previous addresses.  There is a new Current Address checkbox (set as enabled and read-only for the first panel) for investor addresses. When entering addresses now, clicking Add New will shift all addresses down and create a new first address panel as this is always intended to be the current address.
4. Removal of duplicate entries for inter-account transfers on the amendment document.   The amendment document no longer displays both the Contributions and Inter-Account Transfer sections (just the latter) for inter-account transfers as it could be misread as two contributions taking place.
5. Internal Transfer.  The internal transfer validation has been improved so that incorrect allowances are not shown that may stop valid amendments from progressing.
6. Phased Investments.  We are no longer supporting phased investments for Intelligent Money SIPP products.  This is due to the bulk method for receiving monies that is unique to IM.  

A further release will be provided mid-May, and this will cover phased investments for transfers in. 

Should you have any questions then please contact the Customer Services Team via your Freshdesk Account or by email at customer.services@hubwise.co.uk.

Kind regards

Douglas Boyce

Managing Director