Highlights:
- Secure Lifetime Income results saved to client record
- Multiple changes to the SLI form and results page to improve User experience
- New Help button to Help Centre
SLI changes:
- Client’s DOB and Gender will now be pre-filled on the SLI Form: If the client has added Gender and DOB to their details section, these will appear on the SLI form.
- SLI results saved to client’s record: Users can now easily access and review SLI results whenever they open a client's record.
- New "Generate new SLI suggestion" button: Users can easily run the SLI calculation again when needed.
- New results page for clients who are not suggested a guaranteed income.
- Date of SLI Result added to SLI Page.
- Calculated JUST SLI Rate now showing on the SLI results page.
- More information about “JUST” easily accessible for advisers: The word JUST from the SLI form is hyperlinked to https://www.justadviser.com/products/guaranteed-income-solutions/secure-lifetime-income/
- SLI products now available: ‘Explore products’ button now opens a link on the help centre’s SLI page to https://help-centre.oxfordrisk.com/en/support/sli-fund-search-tool
Webapp changes:
- New Help button to Help Centre: https://help-centre.oxfordrisk.com/en/support
