I’m trying the Ultra Plan and the Maximiser keeps freezing, after telling me i don’t have enough funds. My pension has just gone in and I’ve cashed in another Stocks & Shares ISA!
Between us, we have 5 pensions (state and private for each of us) going into our joint account. Does Plum see them all?
I can see that you contacted our Customer Success team at firstname.lastname@example.org.
Please note that Maximiser only works with one income stream, in order to perform the necessary calculations. Also, joint accounts are only used for presentation purposes and are not taken into consideration for any calculations from our system.
That explains why it didn’t notice our pension.