After ATEB Suitability's integration with Intelligent Office has been set up, on the 'Getting Started' page, in the 'Report Details' tab, under the question, 'Please select which advice areas you wish to include in this report:', the option of 'Retirement Advice' should be selected.
If the Suitability application has been accessed via Intelligent Office, and Retirement Plans exist in iO for this client, on the Retirement 'Plans' page there will be two (new) questions at the top of the 'Plan Builder' section.
The first question is 'Use iO Plan Data?', which is automatically defaulted to 'Yes' (if this is answered 'No', then the user will be able to complete the plan as normal with no plan details pulling through).
The second is a question is 'Select iO Plan'; this is a drop down question where the user will select the relevant plan from iO.
The answers in this drop down are taken from the linked iO account and are formatted in the following way: Client, Plan Type, Product Name and Policy Number. All this information displaying about the plan will make it easier to distinguish which plan to select.
Once the Plan has been selected, the information from Intelligent Office will automatically be entered into the Wizard as plan details.
*Please note that it is still necessary to select whether it is a new, an existing defined contribution plan or annuity or an existing defined benefit scheme or other occupational scheme.
The screen shots below show an example of the iO plan data being automatically showed in the suitability application in an existing Additional Voluntary Contribution plan:
For the full list of data fields taken from iO, please visit the following article: https://atebsuitability.freshdesk.com/solution/articles/8000072031-intelligent-office-supported-fields