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SectionSection TypeLocationReport Types
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Suitability ReportReview Report 2.0Fund SwitchTop-up / Bed & ISAContinued Suitability Report
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Covering LetterAuto-generated Dynamic Content SectionIn Report Builder
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Report Title PageAuto-generated Dynamic Content SectionIn Report Builder
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Table of ContentsAuto-generated Dynamic Content SectionIn Report Builder
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Executive SummaryAuto-generated Dynamic Content SectionIn Report Builder
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IntroductionWizard SectionIn Report Builder
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Review of CashflowStatic Template SectionIn Section Dropdown Menu
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Pension ReviewWizard SectionIn Section Dropdown Menu
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Retirement Income ReviewWizard SectionIn Section Dropdown Menu
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Investment ReviewWizard SectionIn Section Dropdown Menu
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Protection ReviewWizard SectionIn Section Dropdown Menu
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Mortgage RecommendationWizard SectionIn Section Dropdown Menu
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New Pension RecommendationWizard SectionIn Section Dropdown Menu
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Drawing benefits from Your Pension FundWizard SectionIn Section Dropdown Menu
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New Investment RecommendationWizard SectionIn Section Dropdown Menu
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New Protection RecommendationWizard SectionIn Section Dropdown Menu
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Recommended Investment Strategy / Client Risk ProfileWizard SectionIn Section Dropdown Menu
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Long Term Care RecommendationStatic Template SectionIn Section Dropdown Menu
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Equity Release RecommendationStatic Template SectionIn Section Dropdown Menu
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Cashflow Modelling: DB Pension TransferStatic Template SectionIn Section Dropdown Menu
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Cashflow Modelling: Retirement PlanningStatic Template SectionIn Section Dropdown Menu
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Cashflow Modelling: General PlanningStatic Template SectionIn Section Dropdown Menu
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Important InformationWizard SectionIn Report Builder
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Risk WarningsAuto-generated Dynamic Content SectionIn Report Builder
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Adviser / Client DeclarationAuto-generated Dynamic Content SectionIn Report Builder
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Authority to ProceedAuto-generated Dynamic Content SectionIn Report Builder
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Appendix Title PageAuto-generated Dynamic Content SectionIn Report Builder
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Appendix - Plan ComparisonAuto-generated Dynamic Content SectionIn Report Builder
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Pension TVCAuto-generated Dynamic Content SectionIn Report Builder
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DB Pension TVASStatic Template SectionIn Report Builder
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Appendix ATRAuto-generated Dynamic Content SectionIn Report Builder
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Appendix GlossaryAuto-generated Dynamic Content SectionIn Report Builder
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Appendix Product InfoAuto-generated Dynamic Content SectionIn Report Builder
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Appendix Technical NotesAuto-generated Dynamic Content SectionIn Report Builder
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Key
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Wizard Section - The user is guided through a series of steps and content is dynamically generated in the report as a result of the options selected.
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Auto-generated Dynamic Content Section - No steps for the user to complete as content is dynamically generated as a result of the options selected in the wizard sections.
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Static Template Section - A section containing static templated content which the user needs to edit once the report is downloaded to Word. However, the static template content can still be customised via the Report Content Manager.
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In Report Builder - This means the section is automatically included in the Report Builder. However it can be easily removed by unchecking the 'included' checkbox.
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In Section Dropdown Menu - This means the section is included in the Section dropdown and can be added to the Report Builder when required.
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