Income Analysis - Other Incomes

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 automatically selected and values entered from the Gov.uk website.

These figures can be overridden:

Additional state pension can be added:

Complete details of the additional pension. This will be taken into account in the results:

Other Income to be included

Click Add:


Complete details of the Other Income and Save:

Once saved, you can enter details of how the income will be used in the event of excess income:

Additional other incomes can be added.

Savings Accounts to be included

Click Add+

Complete details of the Savings Account.

Enter a Threshold, the system will no longer withdraw from the Savings account when it hits the threshold.

Save.

For further information on Income Analysis research, see article Income Analysis - Results. If doing a Phased Drawdown scenario, view article Income Analysis - Phased Period