Updated Articles

  1.  Income Analysis Retirement Cashflow - Results & Advanced Options Updated

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  2.  Income Analysis Retirement Cashflow - Plans Updated

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  3.  Income Analysis Retirement Cashflow - Income Requirements, Other Income and Annuity Updated

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  4.  Income Analysis Retirement Cashflow - Creating Research Updated

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  5. Income Analysis - Phased Drawdown

    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...
  6. Income Analysis - Joint Life - Plans

    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...
  7. Income Analysis - Joint Life - Advanced Options

    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 ...
  8. Income Analysis - Report

    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...
  9. Income Analysis - Advanced Options - Compare

    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...
  10. Income Analysis - Advanced Options - Scenario Editor

    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...