Create and manage entities related to schemes, members, SIPP groups and investments.

Create and manage property lease invoices.

Create and manage property leases.

Create and manage properties.

Create and manage SIPP brands.

Create and manage plan valuations (CVM).

Create and manage pension payroll, including RTI submissions.

Create Benefit Crystallisation Events prior to 6 April 2024.

Changes made to Platinum for Lump Sum Death Benefit Allowance (LSDBA) and Lump Sum Allowance (LSA) with effect from 6 April 2024.

Create and manage loans.

Generate Drawdown Review Illustrations for members and member beneficiaries.

Create and manage investments & funds, other than directly held property, borrowings & loans.

How Administrators, Members and Advisers create their iFreedom accounts.

Complete Accounting For Tax, Event Reports, Relief At Source Reclaims, Annual Return of Information & Pension Scheme Returns.

Introduction to the Report~Pro document portal used to create and customise reports.

How to navigate and use Platinum.

Run ‘batch' (bulk) processes, update records in bulk and set up scheduled tasks for multiple schemes and members.

Collate data to produce member Wake Up Packs at the required trigger points.

Collate data to produce member Wake Up Packs at the required trigger points. The automated process for generating Wake Up Packs is...

Collate data to assist with reporting for Capital Adequacy, Product Sales Data (PSD), Retirement Income Data (RID) and Cash Warnings.