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Transcript
Retirement Income Explorer – Full View user guide
Contents
1
1 Contents
14Investments – Add investment (cont.)
2 Introduction
15 Pensions
3 Platform homepage
16 Pensions – Add pension
4 Landing page
17 Pensions – Add pension (cont.)
5 Client details
18 Properties
6 Facts
19 Properties – Add property
7 Goals
20 Summary of saved assets
8 Add goal
21 Retirement options
9 Incomes (State Benefit income)
22 Income target builder
10 Incomes (Main income)
23 Income forecast
11 Expenses
24 ‘What if’ changes
12 Investments
25 Report
13 Investments – Add investment
26 Assumptions