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Time - Events, stages and the planning timeline
Special events - Birth. Planning for a future child (or grandchild)
January 02, 2014 23:38
Add an event to the timeline
Retirement Spending Insight *AdviserGo*
Carryover PETs - Where to enter potentially exempt transfers that predate the start of the plan
Special events - Income protection. Model a period of job loss.
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