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Created On: 22/02/2024
in Pathways Protection This is a continuation of article: Selecting Benefits See article: Edit/View Benefit ...
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Created On: 22/02/2024
in Pathways Protection This article is a continuation of Creating a Protection quote . Select one or more benefits to quote and Add This will load a quote results screen based on default values: See next article: Quote Results Screen ...
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Created On: 22/02/2024
in Pathways Protection If you haven't already, ensure your credentials have been completed in My Apps & Settings - Entering your Synaptic Webline Credentials . Navigate to the Contact record: Scroll down to Protection and click New ...
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Created On: 22/02/2024
in Pathways Protection You will need to enter your Synaptic Webline credentials to generate Protection quotes in Synaptic Pathways . Note: If you are unsure of your logon details, contact our Customer Services Team on 0800 783 4477 or email: customersuccess@synaptic.co....
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This article is a continuation of Income Analysis - Add Goal Details Complete the Charges area: Adviser fees can be entered using either percentage or a monetary amount: Provider Product Charges add either Individual...
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This article is a continuation of Income Analysis - Add Plans The Income Requirements area allows you to enter level or profiled income requirements. Level Income Level Income is selected by default once you land on the ...
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This article is a continuation of Income Analysis - Income Requirements The Other Incomes area allows you to complete State Pension information and any other income to include in the analysis. State Pension State Pension is automatically...
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This article is a continuation of Income Analysis - 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 to model. T...
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This article is a continuation of Income Analysis - Other Incomes Once you have completed the Annuity area, Continue to Next Step: The Results screen will load, showing an Income Value Graph. The graph at the top of the page shows if the i...
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This article is a continuation of Income Analysis - Results The Income Value and Fund Value graphs can be exported: Choose the format: The Fund Value graph can also be exported: For further information on Income Analysis rese...