In this video: 00:00:00 - Intro and pre-waffle 00:01:52 - Safe withdrawal rate 00:05:43 - Drawdown: Moving accumulation to income units 00:06:32 - State Pension: If spouse with old state pension dies does VoyantGo model it correctly if it is inherited? 00:08:16 - SIPP: Can a gross contribution be made? 00:09:23 - DC Pension: Can they be left to a child and tell them what to do with it? 00:10:38 - Company Share Plan: How to capture share save scheme in VoyantGo? 00:12:39 - State Pension: Buying missing years, paying additional NI if retire early 00:13:15 - Retirement Age: Age 55 to 57 change, protected rights of a scheme. 00:14:54 - Cash Flow Ladder: Will a module of academy include how to manage annual charges 00:16:41 - Bonds: Portfolio return default rate in VoyantGo, how is this decided? 00:18:59 - How to select equity trackers and bond funds 00:20:24 - Cash Flow Ladder: How to model a cash flow ladder in VoyantGo or is that too much detail? 00:24:46 - Lifetime Allowance: VoyantGo has alerted to possible allowance charge, how to manage the LTA charge 00:27:34 - Defined Benefit: How to use VoyantGo with DB pensions 00:32:10 - Final salary changing to CARE and retiring early 00:33:34 - What is the best approach to investing in retirement when already taking DB pension 00:37:42 - Lifestyling funds vs being intentional about derisking 00:39:40 - Safe withdrawal rates: do IFAs use multiple rates 00:42:16 - Bonds: Guidance about what sort of bonds to look at 00:43:49 - Cash Flow Ladder: Modelling DB pensions in VoyantGo and deciding to take them early or take DC early 00:44:45 - Wills: Can Farewill be used for complex situations? 00:45:15 - Cash Flow Ladder: How to review and rebalance 00:47:07 - How VoyantGo models changes announced in the Budget 00:48:19 - In VoyantGo why would you not roll excess income into savings? 00:50:11 - Lifetime Allowance: How to apply for LTA protection 00:50:59 - Cash Flow Ladder: Investor behaviour management? 00:53:19 - How to find a good financial planner 00:56:32 - Tips on how to check figures going in to VoyantGo are wrong 00:57:32 - Money Purchase Annual Allowance - Cashing in small pots 00:58:07 - Risks of deferring state pension 00:58:31 - DB Transfers, are firms able to do it? You are unauthorized to view this page. Username or E-mail Password Remember Me Forgot Password Prev LessonNext Lesson