Updated Articles

  1. Are the state pension calculations triple locked?

    Last Updated: 14/02/2020 in Synaptic Suite Synaptic Analyser Analyser - Have a Question?
    Yes - the state pension calculations are triple locked

  2. How do I select a fund/portfolio within Analyser?

    Last Updated: 14/02/2020 in Synaptic Suite Synaptic Analyser Analyser - Have a Question?
    Before a comparison is produced, you must first select a fund/portfolio for the investment to go into. This can either be done by using: Generic fund  Selecting an existing portfolio Creating a new portfolio. Generic Fund – selecting t...

  3. Does the client have to take the full 25% when selecting the PCLS option?

    Last Updated: 14/02/2020 in Synaptic Suite Synaptic Analyser Analyser - Have a Question?
    No - this field can be overwritten.

  4. Is tax included in the calculations?

    Last Updated: 14/02/2020 in Synaptic Suite Synaptic Analyser Analyser - Have a Question?
    Basic income tax is in the background. Tax and NI will be at the current rate based on the information provided for the analysis. You are able to include gross income and effects of inflation within the research.

  5. Are you able to upload your own logos for the report?

    Last Updated: 14/02/2020 in Synaptic Suite Synaptic Analyser Analyser - Have a Question?
    Unfortunately you cannot upload your own logos for the report

  6. Can I override the Forecast Life Expectancy?

    Last Updated: 14/02/2020 in Synaptic Suite Synaptic Analyser Analyser - Have a Question?
    Yes - The Forecast Life Expectancy field will automatically calculate using ONS statistics. This will use the clients date of birth and gender to calculate their forecast life expectancy. This field is required, but can be overwritten.

  7. How do I start Analyser research?

    Last Updated: 14/02/2020 in Synaptic Suite Synaptic Analyser Analyser - Have a Question?
    Before using Analyser, you must first select a client. Once a client has been selected Analyser is launched from the add button on the Retirement Income Goals page, from selecting the Analyser tab from the top ribbon, or by selecting New Retirement ...

  8. Where can I find previous Analyser research?

    Last Updated: 14/02/2020 in Synaptic Suite Synaptic Analyser Analyser - Have a Question?
    All previous Analyser research can be located from the left hand navigation pane under the Retirement Income Goals section. From this screen, you can; Duplicate a piece of research, Resume a Retirement goal, Delete incomplete goals, and View...

  9. How do I add Income Sources?

    Last Updated: 14/02/2020 in Synaptic Suite Synaptic Analyser Analyser - Have a Question?
    The incomes sources section on the left hand pane is where you can input the entire clients other income sources that they have currently or know that they will be receiving at a future point in time. This information can be used as part of the Anal...

  10. Where can I add a holding to use within Analyser?

    Last Updated: 14/02/2020 in Synaptic Suite Synaptic Analyser Analyser - Have a Question?
    When you have selected a client, you can create holdings from the holdings tab down the left hand side. Holdings are added into the system using the Contract Enquiry service, or by adding the holding information in manually. This section will fo...
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