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Your research is automatically stored on Synaptic’s servers. These are both resilient and secure, but we recommend that you download PDF reports etc. describing your research for your own backup purposes. However, please note that your resear...
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Phased Drawdown is an investment strategy option that can be selected during the income steps of income analysis. Phased Drawdown will compare PCLS and UFPLS for a phased period before moving into full drawdown. Upon selecting phased drawdown, the ...
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With the release of Vitality products within Comparator, a Client Status has been added to the Client and Family Asset area, so that a Client's Vitality Status can be set. By setting this it will ensure that the correct charges are being applied...
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There are two options for income requirements. These are a Level Income or a Profiled Income. Level Income – if this option is chosen, then the annual figure specified will be assumed to be payable monthly in advance, with no escal...
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A2Risk Adviser Guide 2018.pdf
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The indices help within the Tables area of the Setup module are used to analyse the performance of any client's assets againist preset indices such as 'RPI', 'NAE' or the 'FTSE 100'. For this comparison to be a...
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Synaptic Comparator - Pension Switching User Guide.pdf
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Webline Play is Synaptic’s new protection lead generation web app that sits within your website. Simple to install and blending seamlessly into any website, advisers and distributors can provide a streamlined customer journey and open up oppor...
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During the phased drawdown route the first set of results that will appear on screen are for the phased drawdown period only. Unlike the normal drawdown route where the PCLS or UFPLS needs to be chosen up front, with phased drawdown both are display...
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The results page is where you can see the input details and whether the desired income profile can be achieved. This page displays the complete journey for this scenario, as such includes both the phased period results and the remaining period resul...