New Features in Voyant Adviser (Videos)

December 2018 Release

Scheduling Planned Withdrawals in Voyant Adviser
(16:51 minutes)

In our December 2018 release, Planned Withdrawals has been added as new screen in Voyant Adviser for use in scheduling future withdrawals from investments, pensions, and savings . Watch this video to learn about this new screen and other important updates related to managing withdrawals.

Using the new Planned Withdrawals screen, you can schedule withdrawals from multiple accounts in one fell swoop, set an account-by-account liquidation schedule, and easily schedule one-off withdrawals. UK advisers now have the option to choose either UFPLS or flexible access drawdown income from money purchases. Plus many more improvements related to planned withdrawals and withdrawal limits expanded upon here.

If you weren’t setting withdrawals before, you are not required to set them up now. Voyant will continue to take withdrawals as needed from liquid assets to fill any gaps in future income. But if you want to take a more hands-on approach to setting your clients’ future income strategy, the new Planned Withdrawals screen is a powerful tool to help you do so.