• 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.
  • Drawdown to Drawdown Transfer tool also included.

A NEW INCOME MODELLING FEATURE:

Gives an option to specify the encashment order of fund to meet the target income.
Includes State Pension, bonds, collectives, ISAs and other guaranteed income sources and assets.
Allows different specified growth rates to be applied to the different assets.
Gives a comprehensive and flexible shortfall analysis
 Demonstrates income returns over time

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.