Review software

Good morning peeps,

Has anyone looked at the new review bolt-ons from Dynamic Planner or selectapension yet? Or are you generally doing these yourself - just looking at ways of streamlining our process as much as possible.

Also, what sort of info gets included within your review packs? I've read some do a review in prep for the meeting, which then covers the ongoing suitability if there are no changes to circumstances etc?



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