Friends Provident has launched the latest version of its Tax and Pension Planning Service (Tapps) so...
Friends Provident has launched the latest version of its Tax and Pension Planning Service (Tapps) software. The CD-Rom package allows intermediaries to: store client records, perform pension calculations including completion of the relevant Inland Revenue forms, calculate pension shortfall and incorporate projected pension benefits and salary sacrifice calculations, and Tapps also has a report and letter printing facility to meet Revenue approval.
For the CD-Rom, contact Mike Lee on 01306 654 465.
Joined as head of strategy, multi asset, in June
Group income protection
Nine in 10 do not have income protection
Set to become part of Single Financial Guidance Body