Download Content Personalization User's Guide

Table of Contents
Introduction – About This Guide and the Voyant Adviser Introductory Tutorials ....................................... 1
Questions, Assistance? ............................................................................................................................................................................... 1
Before Beginning... Have You Installed Voyant Adviser? ................................................................................. 2
Browser-Specific Installation Tips ...................................................................................................................... 3
Internet Explorer ......................................................................................................................................................................................... 3
Mozilla Firefox............................................................................................................................................................................................... 3
Google Chrome ........................................................................................................................................................................................... 4
Getting Started - Launch Voyant Adviser.......................................................................................................... 5
Use Voyant Adviser Offline – Set Up Offline Synchronisation, Choose an Offline Passcode ........................ 6
Enter an Offline Passcode ......................................................................................................................................................................... 6
Preferences – Activate Offline Mode Anytime After Installation, Update Your Offline Passcode.................................. 7
Create a New Client Case File – The Open Client Record Dialogue .............................................................. 8
Enter the Basics .................................................................................................................................................... 9
Select a Start Date ....................................................................................................................................................................................... 9
Clients – John and Julia Campbell ........................................................................................................................................................ 10
The Planning Timeline ....................................................................................................................................... 12
Preferences – A Quick Check for Matching Default Settings ........................................................................ 15
An Important Note About the Numbers.......................................................................................................................................... 16
Employment Income ......................................................................................................................................... 17
John's Employment .................................................................................................................................................................................... 17
Julia's Income ............................................................................................................................................................................................... 19
Pensions .............................................................................................................................................................. 20
John's Employer Sponsored Pension ................................................................................................................................................... 20
Julia's Employer Sponsored Pension .................................................................................................................................................... 21
Default Assumptions for Drawdown Retirement Income .......................................................................................................... 23
State Pension Benefits .............................................................................................................................................................................. 24
John's State Pension Benefit ................................................................................................................................................................... 24
Julia's State Pension Benefit .................................................................................................................................................................... 25
Let's See - Track Future Employment and Retirement Income in the Cash Flow Chart ........................... 26
VOYANT ADVISER: INTRO TUTORIAL 1 - BUILD YOUR FIRST CLIENT CASE
Edition. 2, 09-07-2012 • Voyant, Inc. 2012
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Use of this information is solely for the recipient of this document.
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