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This article is a continuation of Income Analysis - Advanced Options Add a new scenario by selecting + New Name the new scenario and click OK This will copy the original scenarios details, ready to modify. Change any input...
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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 - Results - Export Charts Advanced options allows you to create and compare up to 3 additional scenarios. Advanced Options will show the original income analysis scenario. Change any inpu...
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This article is a continuation of Income Analysis - Other Incomes From Projection An annuity quote will automatically generate when clicking into the Annuity tab. This is an Indicative quote based on the projection: From Provider Quo...
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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 - Charge The Plans screen is where you can include Phased Drawdown (if applicable) manage plans, which includes plan specific investment strategies, growth rates and projected values. If t...
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Last Updated: 17/12/2024
in Pathways Release Notes We're pleased to share the highlights of our latest Pathways product release What’s New in Version 6.12 Retirement Cashflow Income Analysis Non-pension holdings Savings accounts Pension strategy per pension pot Defined i...
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This article is a continuation of Income Analysis - Joint Life - Income Requirements The Other Incomes area allows you to complete State Pension information and any other income to include in the analysis. State Pension and Other Incomes can be...
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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 - Add Plans The Income Requirements area includes Annual Client Basic Expenses and Level or Profiled Income. Annual Client Basic Expenses Enter your client's annual basic expens...