Meaningful Academy
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3. Planning Your Retirement
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Module Overview:
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Lessons in this Module:
Important Privacy Notice (RP)
Voyant Basics
Voyant Tour
First-time Setup and Plan Duplication
Adding people to the plan
Plan Settings & Carryover Assumptions
Understanding The Timeline
Building Your Master Plan
Goals and State Pension
Adding Income
Adding Savings
Adding Investments
Adding Property
Adding Business Assets
Adding Pensions
Planning in Voyant
Creating What-If Plans
Timeline Changes and Steps
Insights, Part 1
Insights, Part 2
Let’s See and Comparing Plans
Legacy Tab
Advanced Planning
Inter-account Transfers
Planned Withdrawals Pt 1
Planned Withdrawals Pt II – Pensions
How Pension Crystallisation works
Pension Crystallisations
Modelling Long Term Care
Lifetime Allowance issues
Plan Administration
Updating a Voyant plan year
resources for this module
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To Voyant
LINK
State Pension Age calculator
DOWNLOAD
Voyant Go Cheatsheet
DOWNLOAD
Fillable Expenses Calculator
DOWNLOAD
CARE Pension Scheme Calculator
DOWNLOAD
Getting current workbook
