Income Analysis - Getting Started

Create Income Analysis research through the Contact record. Navigate to Contacts tab: Find your client in the list or search: Scroll down to Income Analysis  and click  New: Complete New Income Analysis  details: Save ...

This article is a continuation of Income Analysis - Creating Research Complete the Add Goal Details screen. These details will be used throughout the research to provide a picture of how long the fund will last against a given income requirem...

This article is a continuation of Income Analysis - Add Goal Details Complete the Charges  area: Adviser fees can be entered using either percentage or a monetary amount: Provider Product Charges  add either  Individual Charges or ...

This article is a continuation of Income Analysis - Charges The Add Plans screen is where you can select previously input plans from the holdings area, add new plans, project values, and select the income strategy you would like to model. ...

This article is a continuation of Income Analysis - Add Plans The  Income Requirements area includes Annual Client Basic Expenses and Level or Profiled Income. Annual Client Basic Expenses Enter your client's annual basic expenses. ...

This article is a continuation of Income Analysis - Income Requirements The Other Incomes area allows you to complete State Pension information and any other income to include in the analysis. State Pension State Pension is automatical...

This article is a continuation of  Income Analysis - Other Incomes From Projection An annuity quote will automatically generate when clicking into the Annuity tab. This is an Indicative quote based on the projection: From Provider Quo...

This article is a continuation of Income Analysis - Other Incomes Once you have completed the Annuity area, Continue to Next Step: The Results screen will load, showing an Income Value Graph. The graph at the top of the page shows if the...

This article is a continuation of Income Analysis - Results The Income Value and Fund Value  graphs can be exported: Choose the format: The Fund Value graph can also be exported: For further information on Income Analysis researc...

This article is a continuation of  Income Analysis - Results - Export Charts Advanced options allows you to create and compare up to 3 additional scenarios. Advanced Options will show the original income analysis scenario. Change any inpu...

This article is a continuation of  Income Analysis - Advanced Options Add a new scenario by selecting + New Name the new scenario and click OK This will copy the original scenarios details, ready to modify. Change any input...

This article is a continuation of  Income Analysis - Advanced Options - Creating Scenarios Once new scenarios has been created, you can amend the inputs and compare them against each other. In the example below, I will create three scenarios in...

This article is a continuation of  Income Analysis - Advanced Options - Editing Scenarios The three scenarios are now created, we can compare them. Click the Compare button: See next article  Income Analysis - Report ...

This article is a continuation of  Income Analysis - Advanced Options - Compare When you have compared the scenarios, pick the preferred scenario by selecting it from the dropdown Once selected it will show (Preferred) in title: This ...

This article is a continuation of Income Analysis - Results - Export Charts View the report through the View  Report  button at the top right of the results screen or click into the Report tab: The report will load on the screen: ...