Updated Articles

  1. Income Analysis - Phased Drawdown Updated

    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...
  2.  Income Analysis Retirement Cashflow - Plans, Income and Annuity Updated

    Your browser does not support HTML5 video. ...
  3.  Income Analysis Retirement Cashflow - Creating Research Updated

    Your browser does not support HTML5 video. ...
  4.  Income Analysis Retirement Cashflow - Report and Illustration

    Your browser does not support HTML5 video. ...
  5.  Income Analysis Retirement Cashflow - Results & Advanced Options

    Your browser does not support HTML5 video. ...
  6. Metrics Methodology

    Metrics Methodology.pdf
  7. Income Analysis - Report

    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: ...
  8. Income Analysis - Advanced Options - Selecting a preferred scenario

    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 ...
  9. Income Analysis - Advanced Options - Compare

    This article is a continuation of  Income Analysis - Advanced Options - Editing Scenarios The three scenarios are now created, we can compare them. Click the Compare button: See next article  Income Analysis - Report ...
  10. Income Analysis - Advanced Options - Editing Scenarios

    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 a...