How to add a child, spouse or other dependant to a plan

Q - How may a child (or children) or spouse be added to an existing plan during client review. 

 

A - You would add the child or spouse as you would any person post-plan creation, by visiting the People screen, clicking Next and stepping through it's panels, which should bring you to an option to add a spouse first if there isn't one in the plan or straight to adding a child/dependant if there is a spouse already in the plan.

Viewing the client case in Voyant Adviser:

1. Go to the People screen. 

2. Click Continue, bottom right.

3. The panel "About You" will be shown. Click Continue, bottom right.

If adding spouse:

You will be prompted, "Do you want to include your partner or spouse in this plan" select the "yes" radial button and click Continue, bottom right.

Complete the details for the spouse then click Continue, bottom right.

If adding a child:

The panel "About Your Spouse or Partner" will be shown. Click Continue, bottom right.

The panel "Children" will be shown.

You will be prompted, "Do you want to add a present or future child to the plan?" Click Yes then click Continue, bottom right.

Enter the details about each child, then click Continue, bottom right. 

If adding another dependant e.g. grandchild:

The panel "About Your Spouse or Partner" will be shown. Click Continue, bottom right.

The panel "Children" will be shown.

You will be prompted, "Do you want to add a present or future child to this plan?" Click No, then click Continue, bottom right.

The panel "Other People" will be shown.

You will be prompted, "Do you want to add another person to this plan?" Click Yes, then click Continue, bottom right.

Enter the details about each dependant, then click Continue, bottom right. 

 

Note: To add a future child simply enter a future birth date. This child's future birth will be marked automatically on the timeline with a birth event (the baby bottle icon).