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This article is a continuation of Income Analysis - Charges The system allows you to choose between three income strategies, PCLS, UFPLS or Phased Drawdown. If you select PCLS the system will take out the percentage of PCLS specified and remove...
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This article is a continuation of Income Analysis - Joint Life - Charges The Add Plans screen is where you can include Phased Drawdown (if applicable) manage plans, which includes plan specific investment strategies, growth rates, projected v...
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Advanced Options function the same for both single and joint clients. When doing joint research, you will be able to tweak details of both clients, including all details of the income analysis scenario. For more information about Advanced ...
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This article is a continuation of Income Analysis - Advanced Options - Choosing your selected scenario 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...
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This article is a continuation of Income Analysis - Advanced Options - Scenario Editor The three scenarios are now created, we can compare them. Click the Compare button: See next article Income Analysis - Advanced Options - Choo...
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This article is a continuation of Income Analysis - Advanced Options - Income Hierarchy Scenario Editor can be found on the bottom right of the Advanced Options screen. This allows you to select market event scenarios, which can be applied t...