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This article is a continuation of Income Analysis - Other Incomes This first set of results are for the first Phased Period Only. Choose which Income Strategy you would like to use in the first phased period. In this example, the phased period...
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This article is a continuation of Income Analysis - Charges The system allows you to choose between three income strategies, PCLS, UFPLS or Phased Drawdown. If you select PCLS the system will take out the percentage of PCLS specified and remove...
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This is a continuation of article Switching - Results Screen Excluded products and the reason they are excluded can be found at the bottom of the Results screen: ...
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This article is a continuation of Comparison & Ex-Ante Report Once you have created your Comparison & Ex-Ante report and it has been marked as complete, you can convert the research into Holdings. Click Convert to Holding A pop-up will a...
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This is a continuation of article Comparison & Ex-Ante - Research Screen Excluded products and the reason they are excluded can be found at the bottom of the Results screen: ...
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This article is a continuation of Income Analysis - Advanced Options - Compare When you have compared the scenarios, pick the preferred scenario by selecting it from the dropdown Once selected it will show (Preferred) in title: This ...
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This article is a continuation of Income Analysis - Advanced Options - Creating Scenarios Once new scenarios has been created, you can amend the inputs and compare them against each other. In the example below, I will create three scenarios in...
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This article is a continuation of Income Analysis - Advanced Options Add a new scenario by selecting + New Name the new scenario and click OK This will copy the original scenarios details, ready to modify. Change any input...