PRODUCTS

Cashflow & Drawdown Strategies

DECUMULATION PLANNING

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This comprehensive and unique tool provides Cashflow Modelling, Drawdown Analysis, and Stress Tests in one streamlined package.

This tool includes critical yields, the ability to build and maintain fund portfolios, compare existing fund performance vs new fund performance, and filter by features & financial strength.

We have a range of DFM Strategies and model portfolios to select.

Full training and ongoing telephone support are included with this subscription.

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DOWNLOADS:

Sample Reports

INTEGRATED WITH:

NEW CASHFLOW MODELLING

DRAWDOWN & ANNUITY ANALYSIS

At retirement drawdown versus annuity cash flow analysis.
Build up to 3 decumulation strategies to maintain an income until the target age, using Office for National Statistics (ONS) Life Expectancy Tables or a chosen age.
Include Type A and Type B critical yields.
Standard or advanced annuity quotes from Assureweb.
Income analysis table with the option to include a State Pension forecast.
Income analysis table with the option to include a State Pension forecast.

INCOME MODELLING FEATURE

Includes State Pension, bonds, collectives, ISAs and other guaranteed income sources and assets.
Allows different specified growth rates to be applied to different assets.
Gives a comprehensive and flexible shortfall analysis
Demonstrates income returns over time