Category: Release

You can now log in using:

A host of improvements have been included in this release:

Now when viewing modelling results you will be given a breakdown of the results, rather than just the percentage chance of success. The new categories are Fail, Close, Comfortable and Affluent. More information in the documentation Modelling

The Tax applied to an income can now be ‘Income Tax and NI’, as well as ‘None’ and ‘Income Tax’, to allow for you to properly model salaried income.

When you have more income in a year than your specified withdrawal amount you will have ‘excess funds’. You can now choose whether to keep these funds for additional spending money, or to re-invest them into your investments.

The expected Retirement Date of the Primary and Additional people can now be set, and this is then available in the Age/Date drop-downs throughout the system. This allows you to set your retirement date and then configure elements of your scenario to start or end on that date, such as the end of your employment…

On the model screen you can now apply filters to show or hide Failed, Short or Successful models. You can also set a minimum balance to exclude or a maximum balance to exclude. This allows you to drill into your modelling results in order to better understand how your scenario is performing in different situations.

On the model screen you can now highlight a specific year’s data. Hovering over a year in the Results By Year table will highlight the corresponding line on the Model Results graph. This allows you to investigate how returns affected a particular model year run. Client updated to version 1.0.188 Server updated to version 1.0.177

Allow the growth investment type to be overridden for an investment on a matching rule. You can now change how your investments are invested depending on a rule, such as when they reach a value, or after a date. Client updated to version 1.0.187 Server updated to version 1.0.176

FINCALC-145 The Projection is now able to use historic model data as well as the default average growth values. This will allow you to further investigate how your scenario performs against real world data. Client updated to version 1.0.186. Server updated to version 1.0.175.