Development Summary for 2023

To help you keep track of recent changes to our proposition, here’s a recap of some of the improvements we delivered during 2023.

	TOL Enhancements Delivered
Q1 Developments	• Created a Transfers-in Status Report to highlight cases in progress. • Made it easier for adviser firms to manage their staff access to the website with the ability to edit secondary user permissions and access online. • Improved the DIM appointment process.
Q2 Developments	• Added a new Remuneration Reconciliation API and authentication mechanism to help you reconcile your fees via a back-office system. • Improved clients’ access to communication with the Pickup Page added to Mobile TOL. • Delivered faster transfers for existing clients via Guided Applications with auto-matching manual transfer deposits.
Q3 Developments	• Made it easier to keep client details up to date as investors can add bank accounts on TOL. • Improved recognition with rebranded Transact-generated emails. • Enhanced transfer provider selection on TOL to help avoid delays. • Added Notes section to TOL Upload Documents for you to add more details. •Added ability to add one-off UFPLS payments to a client’s GIA.
Q4 Developments	• Reintroduced Personal Identifiable Information (PII) into API to enrich data. • Regular withdrawal ringfencing. • Enhanced your ability to manage clients’ expression of wishes by capturing dates of pension beneficiary reviews on TOL.