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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 automatical...
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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 researc...
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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...
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This article is a continuation of Income Analysis - Results - Export Charts View the report through the View Report button at the top right of the results screen or click into the Report tab: The report will load on the screen: ...
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Created On: 13/02/2024
in Pathways My Apps & Settings My Apps & Settings allows you to access App Launcher and Provider Credentials. In this article, we will be looking at the App Launcher. Webline Protection, Product & Fund Research and Retirement Analyser will be greyed out until you enter y...
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Create 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: Save ...
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This article is a continuation of Income Analysis - Creating Research If you are looking to complete joint life research, see article Income Analysis - Joint Life - Create Research Complete the Add Goal Details screen. These details will b...
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With the Ex-post review screen, the percentage cost is calculated from the monetary (£) figure. The monetary figures are calculated using the balance of the product and any growth on the balance. The percentage derived from this monetary figure ma...
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Optimise Portfolio Review funds and current weightings to determine whether the portfolio should be updated. Add and remove funds Change weightings Rebalance Select an alternative portfolio Select Growth Rate for Next Period and Remainder ...