Updated Articles

  1. What's in Pathways 6.0 Release?

    Pathways Product Update New features and enhancements to research journeys  We're pleased to share the highlights of our latest Pathways product release New features Pathways Protection; single life quotes for level term, income prote...
  2. Ex-ante Research

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  3. Income Analysis - Retirement Cashflow

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  4. Income Analysis - Report

    This article is a continuation of Income Analysis - Results - Export Charts Once the Results screen has been reviewed, view the report through the View Report  button: The report will load on the screen: ...
  5. Income Analysis - Results - Export Charts

    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 research,...
  6. Income Analysis - Results

    This article is a continuation of Income Analysis - Other Incomes Once you have completed the Other Incomes 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...
  7. Income Analysis - Other Incomes

    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 automatically...
  8. Income Analysis - Income Requirements

    This article is a continuation of Income Analysis - Add Plans The  Income Requirements area allows you to enter level or profiled income requirements. Level Income Level Income  is selected by default once you land on the  Income Requirem...
  9. Income Analysis - Add Plans

    This article is a continuation of Income Analysis - Charges The Add Plans screen is where you can select previously input plans from the holdings area, add new plans, project values, and select the income strategy you would like to model. T...
  10. Income Analysis - Charges

    This article is a continuation of Income Analysis - Add Goal Details Complete the Charges  area: Adviser fees can be entered using either percentage or a monetary amount: Provider Product Charges  add either  Individual Charges or  R...