-
Advanced Options function the same for both single and joint clients. When doing joint research, you will be able to tweak details of both clients, including all details of the income analysis scenario. For more information about Advanced ...
-
This article is a continuation of Income Analysis - Joint Life - Annuity Once you have completed the Annuity area, Continue to Next Step: The Results screen will load, showing a combined Income Value Graph for both clients. The graph a...
-
This article is a continuation of Income Analysis - Joint Life - Other Incomes From Projection An annuity quote will automatically generate for both clients when clicking into the Annuity tab. This is an Indicative quote based on the proje...
-
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...
-
This article is a continuation of Income Analysis - Joint Life - Add Plans The Income Requirements area includes Annual Client Basic Expenses and Level or Profiled Income . If a joint client, this will be the clients combined income requ...
-
This article is a continuation of Income Analysis - Joint Life - 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 ...
-
This article is a continuation of Income Analysis - Joint Life - Add Goal Details Complete the Charges area: Adviser fees can be entered using either percentage or a monetary amount: Provider Product Charges - add either Individ...
-
This article is a continuation of Income Analysis - Creating Research Complete the Add Goal Details screen. In this example, we have a joint client. The details below will be used throughout the research to provide a picture of how long the...
-
Create Joint Income Analysis research through the Contact record. Navigate to Contacts tab: Find your client in the list or search: Scroll down to Income Analysis and click New: Complete New Income Analysis details: ...
-
Created On: 26/09/2024
in Pathways Release Notes
We're pleased to share the highlights of our latest Pathways product release What’s New in Version 6.11 Retirement Cashflow Income Analysis Joint client research Advanced options allow for joint comparisons Report reflects joint...