The Key
Release Notes 5.8
Figure 25: Company Pension Data
This is designed to allow pension details to be recorded where the deduction is made from the gross salary, and so should not be reflected in the budget planner.
New Mortgage/Loan Tab Loan Details Tab Additional fields have been added to record more information around the source of funds available, in particular if any of those funds are made up of gifts.
Figure 26: Additional Data re Source of Funds
Note that the additional questions marked with a mandatory field above will only be displayed if the response to ‘Are you in receipt of a monetary gift or gifts?’ is ‘Yes’. The Key v5.8 - Release Notes - July 2019
Page 15 of 36