Income Analysis - Getting Started

Create Income Analysis research through the Contact record. Navigate to Contacts tab: Find your client in the list or search: Scroll down to Income Analysis: Complete New Income Analysis  details: Save Click int...

This article is a continuation of Income Analysis - Creating Research Complete the Add Goal Details screen. These details will be used throughout the research to provide a picture of how long the fund will last against a given income requiremen...

This article is a continuation of Income Analysis - Add Goal Details Complete the Charges  area: Adviser fees can be entered using either percentage or a monetary amount: Provider Product Charges  add either  Individual...

This article is a continuation of Income Analysis - Charges The Add Plans screen is where you can select previously input plans from the holdings area, add new plans, project values, and select the income strategy you would like to model. T...

This article is a continuation of Income Analysis - Add Plans The  Income Requirements area allows you to enter level or profiled income requirements. Level Income Level Income  is selected by default once you land on the  ...

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...

This article is a continuation of Income Analysis - Other Incomes Once you have completed the Other Incomes area, Continue to Next Step: The Results screen will load, showing an Income Value Graph. The graph at the top of the page shows if...

This article is a continuation of Income Analysis - Results The Income Value and Fund Value  graphs can be exported: Choose the format: The Fund Value graph can also be exported: For further information on Income Analysis rese...

This article is a continuation of Income Analysis - Results - Export Charts Once the Results screen has been reviewed, view the report through the View Report  button: The report will load on the screen: ...