-
Fund Options The bond currently has five fund options. You can only choose one fund option at a time when investing in the bond. Switching You can change your fund option free of charge up to three times for each policy year but if you do ...
-
Created On: 23/04/2024
in Pathways Release Notes
We're pleased to share the highlights of our latest Pathways product release What’s New in Version 6.9 Client Special Deals - Create special deals against a client record Cashflow Retirement Edition - Annuity quote updates and g...
-
Client special deals will be used above firm, network and portfolio deals. They are created within the Contact record. Navigate to the contact record: Navigate into the Special Deals tab: Click the New button: Select Platforms o...
-
Client special deals will be used above firm, network and portfolio deals. They are created within the Contact record. Navigate to the contact record: Navigate into the Special Deals tab: Click the New button: Select Platforms o...
-
Your browser does not support HTML5 video. ...
-
Your browser does not support HTML5 video. ...
-
Your browser does not support HTML5 video. ...
-
Your browser does not support HTML5 video. ...
-
Navigate into the holding: To create a Holding Report , click on the drop down arrow on the top right of the screen: Select Holding Report: Select sub-holdings to include in the report and choose to include Plan Factsheets. Submit...
-
Created On: 28/02/2024
in Pathways Release Notes
We're pleased to share the highlights of our latest Pathways product release What’s New in Version 6.8 Protection Quote Comparison - Joint Life quotes and new Comparison Report Holding Assets - ability to add underlying assets t...