This report shows information about consultancy charges applied for under the administration of either Group Personal Pensions or Group Stakeholder schemes:
This report will pick up information completed within Setup > User Info > Charging Structure > Consultancy Fees which confirms which types of consultancy charge were provided.
Setup a record for Consultancy Fee Charging Structure
To setup a Consultancy Fee Charging Structure, navigate to Setup > User Info > Charging Structure > Consultancy Fees and click on Add record:
Record the relevant information: