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

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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).


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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.