Generate and view comprehensive pension scheme diagnostic reports with 40+ opportunity categories
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Reports are classified into bands based on available data quality:
Full Report: Complete financial data, Annual Report, SIP, Implementation Statements. All modules available.
Partial Report: Financial data + Annual Report + SIP. Limited to 5-10 modules. No buyout or member analysis.
Limited Report: Basic financial data + Annual Report or Actuarial Valuation. 2-5 modules only. Indicative analysis.
Insufficient Data: Cannot generate report. Missing critical financial data or documents.
Example of the Admin Bullets table structure showing priority-grouped opportunities:
