Overview
This error occurs when a client's existing Retirement Income account in Xplan has a Tax Free value percentage that exceeds 100%, causing Xplan's API to throw an error and preventing the data from being processed correctly.
Why This Happens
The contribution amount field in the pension expects a percentage (%) value, not a dollar ($) amount. If a dollar figure is entered — for example, $15,000 — Xplan interprets this as 15,000%, which is invalid.
Any value over 100 will cause the Xplan API to return an error.
How to Fix It
The Tax Free percentage must be corrected directly in Xplan before re-attempting the import.
Open the relevant client record in Xplan.
Navigate to the retirement income account and click the Values tab.
Locate the Tax Free % field and check whether it is within 0 - 100 range.
If not, update the value to the correct percentage amount and save the record.
Navigate to the Wealthsolver scenario within Xplan
Refresh the Current Situation to allow for the updated percentage value to flow through
Return to Advice Designer and refresh the scenario.
Still Seeing the Error?
If the error persists after correcting the value in Xplan, confirm the record has been saved and that you are importing the updated version of the pension. If the issue continues, contact the Advice Designer support team.