Settings and activity
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22 votes
sarahp
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80 votes
Hi all,
We recently launched the Financial Overview feature based on the Protection Adviser's need to see a high level view of the client's financial situation. We are evolving this feature to include more mortgage-related changes including the ability to add a Mortgage Budget, and improvements to our Income and Outgoings section.
Please speak to your CS rep or keep an eye out for more information.
Thanks,
The Product Team
sarahp
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11 votessarahp
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23 votessarahp
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I agree with the comments already on feeding through the commitments, but I think the budget planner needs work overall to be more specific. This can be a useful tool for clients to really consider their spending before we sit down with them. As the client can access this themselves, I think it needs to be more specific. For example, I would break down transport to: car insurance / fuel / car tax / car repairs / public transport costs. Clients will forget things unless it is spelt out to them! This could then be a useful standalone download we could add to our suitability reports, for example.