• Single and joint life critical yields.
  • Death Benefit comparison.
  • Hurdle Rate.
  • PPF Yields including death benefits and Long Service Cap.
  • Option to build and maintain fund portfolios.
  • Ability to filter by features and financial strength.

NEW INCOME MODELLING FEATURE:

  Enables an income comparison between an existing DB scheme and other alternative arrangements.
  Includes State Pension, bonds, ISAs, collectives, annuities, and other guaranteed income sources and assets.
  Gives an option to specify the encashment order of funds to meet the target income.
  Allows different specified growth rates to be applied to the different assets.
  Critical yield analysis giving the growth required to achieve the target income, and the option to specify an alternative target income.
  Demonstrates income returns over time

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

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