Retirement Planning FAQs
Please click on the questions below to show our response to the question...
Can I include equity in property?
Yes, you can include equity in property as well as various other investment vehicles.
How many plans/investments can I include?
You can include an unlimited number of plans/investments; you can enter any amount Defined Benefit and Money Purchase plans, and include State benefit plans.
Can I produce a separate report for investments only?
Yes, this report shows at a glance what the client can expect from their investments at retirement.
Can I choose between a joint or single life annuity for my client?
Yes, you can also change the Today’s Terms growth rate.
Is it possible for me to choose my client’s desired level of income at retirement?
Yes, this can be entered as a percentage of their current income or as a monetary amount in today’s terms. The analysis will then show you any extra contrbutions the client needs to make to meet this desired level.