Building your Plan - General Overviews - UK

It is usually a good idea to double check all of the information in your client's case.

As a first step, you might fact check the plan overviews after entering or updating a client case or importing your client's information from an importable fact find or one of our integration partners.

You can do this by turning off your Dashboard Chart. 

In order to do this you would need to navigate to the Head & Shoulders Icon at the top right of your screen

Click on Preferences


Click on 'No' next to 'Show Dashboard Chart'


This will then remove the Dashboard Chart. From here you can expand all of the sections either individually or every section all together to check the information entered.


This can be a good place to begin your review of a plan with your client, especially if this is the first time they have seen their case in Voyant and you want to check/update information.

Initial first-year values

The values shown in the Dashboard are generally initial values, as of the start of the plan. Transactional information such as future deposits or withdrawals, are to be found in the details of the Let's See charts or Year view. For example, a future unsecured pension that will be funded later in the plan will be shown in the Overview to have an initial balance of £0. Future expenses are an exception. A future purchase will show the initial amount of the expense once it becomes active in the plan.


Links to items within the plan  

Each item in the overview is a link, which provides quick access to the item within the plan. To view the details of a savings account, for example, simply click the name of the account or its balance on the Dashboard to visit the Savings screen, where these details can be viewed and the account edited, if necessary.


Other overviews

Additional overviews are available including the year-by-year Balance Sheet and Income vs. Expenditures overviews, and immediate and long-term IHT Legacy overviews for estate planning.