Good news for clients! You no longer need to calculate the Investment gain %, as we are now calculating and displaying it for you! In MyMoney, we now display the Investment Gain % at linked client, client and account levels. We also display the Investment Gain £ and % if you are invested in a model portfolio. As well as this we have fixed a couple of bugs to keep 7IMagine running smoothly.

As well as resolving some annoying issues that caused the app to crash, we have updated MyMoney to allow you to see underlying holdings of Model Portfolios, and ensured that MyFuture projects plans are using the autumn budget updates.

Something we have been working on for a while… MyMoney will now show if a client is invested in a Model Portfolio. Secondary to this but just as important we have updated the 7IMagine to show One Angel Court, as our registered address and home.

In this release we have updated MyFuture following the spring budget announcement plus fixed some bugs to keep the app fresh.

In this release we fixed a couple of bugs and updated MyFuture following the autumn budget announcements.

For this release we have incorporated the new tax year allowances into MyFuture, updated our demo for Financial Advisers and fixed some bugs.

- redirection if services are down - refresh of demo data

We have made minor but important updates for this release including: MyFuture: Updated Tax year related figures to 2021/22 values MyMoney Demo: Refresh of data showing including updating the email contact details for 7IM General: Resolved an issue that sometimes prevented the login button from showing in the Microsoft desktop version of the app.

• My Future: Updated how an adviser confirms the clients retirement options • My Future: Ability to model 4 different income requirements in retirement • My Future: Add a Todays Money / Future Money toggle to the My Future journey • My Future: Set future value of DB schemes and do not apply inflation • My Money: Improve the look and feel of My Money for mobile users. Added in extra buttons to make it easier for users to know what to do • Security: Allow advisers to hide the pin entry when logging in or their screen has locked • Improved user journeys for advisers and clients • Removed the save functionality in the Guest / demo access • Moved the demo access to behind “I am an Intermediary” • Resolved a number of bugs for both advisers and clients

Minor changes added to the app for this release. They include: • Updating the data shown for the guest My Money access to 2020 values • Added Firebase and Google Analytics – This should help us review and improve the app in future • Added tracking (cookie) consent within the app so users can turn off Firebase or Google Analytics if they wish • Updated our guideline returns for 7IM funds • Added new benchmarks to the My Money guest access • Fixed some display issues across all devices • Fixed a number of small bugs in the app

We have removed some annoying bugs from the app and added an exciting new feature – Client Linking. Client Linking - Clients can view other clients’ accounts they are linked to in My Money. - Advisers can view linked clients in their version of My Money

We have been busy fixing bugs, adding small new features and introducing our new logo.

Enhanced security - Incorporating our new login process for clients

Enhancements to My Future including: •Simplified user journey •Pension Flexibility - split your retirement income between an annuity and drawdown. •Income tax – you can choose whether to apply UK (Ex Scotland), Scottish income tax or apply no income tax •You can now create future events in today’s money •You can determine the start date for a Final Salary Pension Bug fixes

• My Future updated to include changes made in the budget • Touch ID issue resolved • Minor bug fixes

Minor bug fixes

My Future enhancements include: •Paraplanners can now create My Future plans on behalf of their advisers •Ability to refresh the plan to reflect expected growth increases and regular contributions that may have occurred since the plan was last saved •Calculation engine updated with the latest income tax bands, national insurance limit and the increase in the state pension amount •Pension contributions now increase each year by 2% and the percentage can be changed in the assumptions •Bug fixes

7IMagine has been updated to include the following enhancements: -Integration of My Future with Intelligent Office for our Adviser users -Touch ID is now enabled allowing you to access 7IMagine more easily -Re-design of the menu screen

Improvements to 'My Future' and minor enhancements

Improvements to 'My Future' and minor enhancements

Improvements to 'My Future' and minor enhancements

Improved look and feel of 'My Wall' and minor enhancements.

Updates to My Future including changes made in the budget and minor bug fixes.

Updated to include My Future which is available on tablet devices only.

On the weekend of the 13th November 2015 we moved offices so have updated our address accordingly. You can now view ‘7IM University’ once you have logged in and from the initial menu, as before. For our adviser users you can now: -­ link up to 4 of your clients via the rolodex and view their combined assets, asset allocation and location - access the full list of benchmarks available on the 7IM Wealth Manager Platform ­- custom a benchmark between 1 – 10% ­- search for a client using their reference number or name