New Articles

  1. Why is the RIY different for the target scheme of the consolidated schemes compared to the individual schemes target RIYs?

    We would not expect the RIY values for the consolidated ceding schemes amount (grouped together) and it’s corresponding target scheme RIY to be the same as when looking at each of the individual ceding schemes in isolation to their individual corres...
  2. Synaptic Pathways - Creating a Client Special Deal

    Your browser does not support HTML5 video. ...
  3. Off-Platform Product Notes - LV= Smoothed Managed Funds Bond

    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 d...
  4. Off-Platform Product Notes - LV= Smoothed Managed Funds Bond

    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 ...
  5. What's in Pathways 6.9 Release?

    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...
  6. Creating a Special Deal on a Contact record

    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...
  7. Creating a Special Deal on a Contact record

    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...
  8. Synaptic Pathways - Platform Holdings

    Your browser does not support HTML5 video. ...
  9. Synaptic Pathways Protection Credentials Video

    Your browser does not support HTML5 video. ...
  10. Synaptic Pathways Protection Video

    Your browser does not support HTML5 video. ...