XL Reports - Miscellaneous

Agent Analysis

An analysis showing the number of schemes starting in each year, and the agent who introduced the business. Archived agents are ignored.

Quality Control

Details of the new locations of the reports are in quality control reports help file.

Annual Return Data

Enables the user to see the data that will be sent to Inland Revenue for the annual return (once the return program has been run).

Agent Schemes

A list of all schemes for a selected agent.

Archived Agents

A list of all agents in the address book that have been archived.

Product Sales Data

Separate page for Product Sales Data.

Financial Sanctions Register

Checks the current database to verify that no clients are on the HM Treasury’s Financial Sanctions Register – Full Details

Persistency

A list of all schemes that have ceased showing the date started, date ceased and agent plus notes and status fields. The list can be filtered to only include schemes ceasing after a selected date. Sorted by the period in force. For SIPPs it is useful to identify schemes that were wound up shortly after being set up. It does not identify members who have left joint SIPPs that continue for other members.