When creating scenarios within the Advanced Options area of the Income Analysis journey, you are able to select market event scenarios in the Scenario Editor. These include for e.g. a Global financial crisis', Covid 19 Pandemic and Dot-com bubble. See article - Income Analysis - Advanced Options - Scenario Editor for more information.
You can create your own market event in Configuration>Company Information> Stress Test.
This area allows you to set a Stress Test that will appear in the Income Analysis module.
Set a Stress Test Name:
Enter the year you would like the test market event to apply to:
Enter the percentage amount. This will adjust the pot to show the effect of a particular or proposed event on the client's retirement plan.
Save
