Illustrations- How to run a projection on an existing wrapper/account

Created by Corinne O'Brien, Modified on Fri, 28 Jun at 12:56 PM by Rohith Krishna

Question:

How do you run a projection on an existing pension to NRA or a custom retirement date/age. No additional contributions or withdrawals.

Answer:

Go into the All Account Actions cog and start the Portfolio Switch/Rebalance journey

Select 'rebalance' and pick the illustration off at the end of the three step process, you can adjust the retirement age at step three.

Then just 'X' out of the action- do not click "Confirm Amendment".

You can utilise this method for all wrapper types, when you need to show your investor the impact of costs and charges over the coming 12 months.

Any questions please raise via Freshdesk in the usual way.