The ‘Events’ analysis allows for detailed discussion with the client around “what ifs” and figures agreed here will be pulled through to the “output” reports:
The next screen shot shows an ‘Events’ analysis on the client’s retirement and how the figures carry back to the main screen. The ‘Need’ figures have been completed during discussion with the client.
Affordability is now complete. The ‘Net Worth’ section is completed in the same way, firstly pulling through the figures from the holdings by using the refresh: