New Features
- Tooltips on Income Section: We've added tooltips next to the "guaranteed income" term in the income section. This will help you understand what guaranteed income means and ensure you enter the correct information.
- Retirement Behavioural Results Page: A new section called "Attitudes towards Retirement" has been added to the adviser screen. This includes scales for Spending Reluctance, Financial Comfort, Impulsivity, and Composure.
- Adviser Creation:
- Admins will now receive a warning on the webapp about the billing impact when creating an adviser.
Improvements to Existing Features
- Monthly Cashflows: Cashflows are now calculated on a monthly basis for more accurate results.
- Client Details Auto-Save: Client information (Postcode, DOB, and Gender) added to the Secured Lifetime Income (SLI) form is now automatically saved, so you don't have to re-enter these details each time.
- Risk Calculation:
- Front end now shows risk calculation (risk level and %) numbers to 1 decimal place.
- Adjusted threshold for cashflows to be considered "future cashflows" from 6 months to 1 month
Bug Fixes
- SLI Results Page on Safari: Fixed an issue where the SLI results page was not loading on the Safari browser.
- Update Output Labels in Financial Comfort: Updated the output labels for Financial Comfort to ensure clarity.
- Remove ‘X’ action on SLI quote modal: "X" to close/cancel SLI quote doesn't work.
- Dialog and Toast Interaction: Fixed an issue where dialogs would close when clicking on toasts.
- Client Filtering: Resolved a bug with filtering clients on the adviser.
- User Creation: Addressed an issue where no error was shown when trying to create a user with an existing email address.
- Client Group Type Update: Fixed an issue where the client group type did not update by reference.
- MFA Settings: MFA section removed from the settings page while it is being updated.
- Toast Notifications: Added toast notifications to confirm changes saved on the company settings page from the admin panel.
- Logo Upload: Restricted logo upload size to 200KB to improve PDF generation time.
Additional Changes
- SLI Tooltips and Explanations:
- Tool tip advising income is post tax.
- Tool tip with Clear Explanation for Arrows in Cashflow Expenditures.
- Add tool tips to SLI results page.
- SLI Results Page:
- Show all retirement scales on Client overall results page.
- Add the "Attitudes towards retirement scales" to full and summary PDF pages.
- Attitudes towards Retirement:
- Attitude to retirement interstitial results page created.
- Update output labels in Financial comfort.
- Cashflows:
- Cashflows now calculated monthly.
- Cashflow loading UI should match our other pages.
- Clarify cashflow error page notification to provide which missing information needs to be provided.
- SLI Quote Client Detail:
- Client Details Auto-Save for Secured Lifetime Income Form.
- Pre-fill Client DOB and Gender on SLI Form.
- Other:
- Update bank rate to 4.21%
- SLI Feedback survey added to SLI results page
- Change impact of composure dampener on SLI result when guaranteed income is added.
- Updated wording for ATRW Completion Error for SLI.
- Updated wording for FPA Completion Error Notification for SLI.
- Updated wording for FCG Completion Error Notification for SLI.