Step 2 - Set Client Wide Settings - Model Start and End Dates, Retirement Year, and Retirement Funding Age

CLIENT WIDE SETTINGS -

Model Start Date, Model End Date, Retirement Year, Retirement Funding Age

Click on the full Client Name at the top of your screen (as indicated by the red arrow in the below screenshot).

By clicking on the Client Name, you will open the CLIENT DETAILS screen, which details the client wide settings.

Check that you have selected the correct model type (Recycle My Debt), as indicated by point 1.

You can also enter the following details (as indicated by the blue arrows on the right):

    2 FNA (Fact Find) Interview Date
                        Insert the date of the Fact Find data you are entering

    3 Model Start Date
                        Insert the date you would like your modelling to start from

  4    Model End Date
                        Defaults to the retirement age of the oldest client (age 65). You may wish to alter this.

  5    Retirement Funding Age
                        The length of time you would want the client's retirement funding to last.

Once you have entered the above data, click UPDATE to save your changes.

Click on MODELLING from the left-hand menu to work on your scenario.