Category: Case Studies

Case Studies
Tue, Jul 9, 2019

Using Timeline with Voyant

‘How does Timeline work with Voyant?’ This is a question we get asked time and time again. We know many planners use both software. We totally get why. Voyant is a powerful cashflow planning software used by financial planners. Timeline illustrates and creates a sustainable withdrawal strategy for clients.
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Article -   Case Studies
Mon, May 20, 2019

Revisiting Capacity for Loss In Retirement

There's a lot of confusion around assessing capacity for loss, particularly for clients drawing down their portfolio. Much of it stems from the fact that the Regulator doesn't really seem to know how it should be assessed. There appears to be two camps in this debacle. On one side, you have an ex-regulator, paraplanners and compliance consultants who seem to think that capacity for loss is the be-all and end-all. We’ll call them the ‘compliance camp’. On the other hand, you have financial planners at the coal face.
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Research -   Case Studies
Mon, Apr 29, 2019

Bengen’s 4% Rule Around The World

How much can I draw from my retirement savings without running out of money? This is the 64-million-dollar question Bill Bengen attempted to answer in his seminal 1994 paper published in the Journal of Financial Planning.
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Article -   Case Studies
Tue, Apr 23, 2019

Retirement Income Plan For The Miggins II

The Miggins are back. See here for details but the headline is John and Jo Miggins are 65, recently retired with £300k in their retirement pot and a house with no mortgage.
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Article -   Case Studies
Tue, Apr 2, 2019

Retirement Income Plan for The Miggins

John and Jo Miggins have worked hard all their lives. They saved as much as they could and now they’re ready to retire. They've paid off their mortgage and their home is worth £260k. Between them, they have £300k in their pension pots. And that’s it!
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