1
Download Full VieW User gUide
Transcript
Retirement Income Explorer – Full View user guide Pensions 1.In the ‘Facts’ tab, select the ‘Pensions’ section. 2.Select ‘Add Asset’. 3.Choose ‘Pension’ from the drop-down list. 1 2 4.Select the product type from the list. Continued on the next page. 3 Notes: l P ersonal Pensions and SIPPs are assumed to be uncrystallised. l Income Drawdown is assumed to be crystallised. l I f the client is a member of an employer’s defined contribution pension scheme, enter its details under the ‘Personal pension’ option. 15 4
