Investment details for a Personal Pension

When including a Personal Pension in your research, you need to complete the PP Investment panel.

Click on PP in the left hand menu


In the right hand Investment pane, complete the amount of contribution that will be invested in the PP. If a regular contribution is to be made, select the frequency from the drop down list (Options are: Monthly, Bimonthly, Quarterly, Half-yearly & Annually) then enter the amount. Finally record any indexation if applicable (Options are: RPI, CPI, NAEI & Other).


Once all the features and investment details are completed, navigate to the Funds section of the left hand pane to complete select or set up the relevant Portfolios.