The All Plans Report provides a comprehensive list of all currently active systematic plans across client accounts. Regularly reviewing this report helps confirm that each plan is still relevant, properly structured, and accurately reflects the client's financial objectives.
What is the All Plans Report?
The All Plans Report is a complete list of all systematic plans—such as SWP (Systematic Withdrawal Plan), RIF (Registered Income Fund), and LIF (Life Income Fund)—that are currently active on client accounts. It serves as a centralized tool for monitoring ongoing withdrawals and ensuring each plan remains appropriate for the client’s financial situation.
Why Clients Appear on this Report
Clients appear on the All Plans Report if they have an active systematic plan. This includes any structured withdrawal or payment plan associated with their account.
Since financial needs change over time, reviewing this report ensures that each client's plan continues to meet their requirements and that any necessary updates or cancellations are identified.
How this Impacts Clients
An incorrect systematic plan may result in clients receiving unintended withdrawals or payments that no longer align with their financial goals. By keeping systematic plans up to date, clients can maintain financial stability while ensuring withdrawals remain aligned with their intended strategy.
How to Access the All Plans Report
To access the All Plans Report:
- Log in to the CRM portal.
- From the left navigation menu, click CRM > Systematic Plans.
- On the systematic plan’s index page, you can access the report as a saved view by clicking +Add view to the right of the tabs on the index page, and selecting The All Plans Report from the dropdown.
You will now see a list of all clients with active systematic plans.
Managing Systematic Plans from the Report
While reviewing the All Plans Report, determine whether each client's systematic plan is still applicable and take the appropriate action:
- Stopping a Plan – If a systematic plan is no longer needed, submit a Stop Plan request through the CRM.
- Modifying a Plan – If any details need to be adjusted (e.g., withdrawal amount, frequency), submit a Plan Modification request to update the plan accordingly.
For detailed instructions, see the related article: How to Manage Systematic Withdrawal Plans.
Best Practices
- Regularly review the All Plans Report monthly or quarterly to identify any accounts that may require funding adjustments.
- Engage with clients proactively to confirm whether their plan details should be maintained or adjusted.
- Ensure modifications or stop requests are processed promptly to prevent unnecessary withdrawals or payment disruptions.