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April 2017/18 Tax Update

We are pleased to confirm that the Avail Suitability System is now fully updated for the 2017/18 tax year. Updates include: *Isa and Junior ISA allowances updated to £20,000 and £4,129 respectively *Addition of new LISA paragraphs *Pension Lifetime Allowance reduced to £1.0 Million *Reduced MPAA to £4,000 *State Pension and other State Benefit figures updated *Changes to

 
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Avail 2016/17 Tax Year Update

We are pleased to confirm that the Avail Suitability System is now fully updated for the 2016/17 tax year. Updates include: Changes reflecting the reduced Lifetime allowance for all pension products. Changes to Pension Credit and removal of references to Savings Credit  for all pension products. Addition of the Tapered Annual Allowance for high earners

 
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April 2015 Tax Year Update

We have completed the tax year update for the Avail Suitability System and these changes are now live. Enhancements are as follows: • An enhanced Full Options at Retirement report. • Lifetime Allowance of £1.25m and noted as reducing to £1m from 2016/17. • The MPAA reduction to £10,000 under certain circumstances is noted where

 
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Product Update April 2013

Major updates this April: Pension Credit figures updated due to the start of the new tax year. ISA and Junior ISA figures changed to reflect the increased limits. GAD limits revised for drawdown. Lifetime and Annual Allowance references changed in light of reduced limits in 2014. All tax rates changed. The removal of Gender pricing

 
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Product Update April 2012

This latest update completes our development to ensure Avail is fully RDR compliant. All products Protection, Investment and Pension sections have now been made pre-sale or post-sale giving more flexibility on letter generation. The ability to document initial or on-going advisory fees per product. New Pension Credit and Lifetime Allowance figures updated due to the start

 
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Product Update April 2011

We continue to ensure Avail meets the latest TCF and RDR requirements. In this update, we have looked in depth at the latest FSA guidance in assessing suitability and risk profiling tools. As a result of this, we have altered our Risk Profiling paragraphs to reflect the results of this guidance. We have added additional

 
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