This article is a continuation of Income Analysis - Joint Life - Income Requirements
The Other Incomes area allows you to complete State Pension information and any other income to include in the analysis. State Pension and Other Incomes can be added for both clients.
State Pension
State Pension is automatically selected for both clients. Values are populated from the Gov.uk website.
These figures can be overridden:
Additional state pension can be added:
Complete details of the additional pension. This will be taken into account in the results:
Other Income to be included
Click Add:
Complete details of the Other Income, selecting the Client
Save
Once saved, you can enter details of how the income will be used in the event of excess income:
Additional other incomes can be added.
Savings Accounts to be included
Click Add+
Complete details of the Savings Account, selecting the client the Savings account belongs to:
Enter a Threshold, the system will no longer withdraw from the Savings account when it hits the threshold.
Save.
For further information on Income Analysis research, see article Income Analysis - Joint Life - Annuity
