Version 19.101.03 14 April 2010 introduced a problem which could prevent users from adding new Cash Flow lines to a Plan. This has been corrected.

All templates and Transfers now default to 'Full Description' and 'Inputs Only' to take advantage of the speed improvements in this release.

Internal calculations made to improve the display speed and also to improve Tax Calculation speed.

If a Date was entered as (Client Death], this would cause Lifestyle to crash. This now correctly reports an error explaining why this is not allowed.

The Assets and liabilities lists in reports were showing in incorrect order resulting in mixing Assets with Liabilities.

PHI policies were coming through with incorrect default values. This has been corrected.

Creating a Pie Chart would sometimes trigger an overflow error. This has now been fixed.

When loading a Plan, any errors were reported in an unhelpful way and would leave the plan partially loaded. This has been corrected.

Graphs in reports now show with a white background rather than the blue used on screen. This gives clearer printed reports.

Where non specific assets had been entered in JCS (ie not in the Portfolio), the Income would be double counted when the Fact Find was transferred to Adviser Lifestyle because income would have been manually input separately on the income page in Adviser Essential. This has been rectified by leaving the Income as a separate cashflow line in Adviser Lifestyle, while the asset now has its yield set to zero (which avoids the double counting).

Allowances and Tax bands in future years were not increasing as specified in the Plan

When transferring data from a JCS Fact Find, the transfer would fail with the message 'Client Date of Birth has not been entered …..' when in fact it was the Client Sex which was missing. The error message has been updated to reflect this.

Right Clicking on the Cash flows screen was not highlighting the appropriate line.