Webinars (Videos)

Getting started with Voyant Adviser - Introductory webinar
1 hour 12 minutes

This recorded version of our live weekly introductory webinar presents a comprehensive introduction to Voyant Adviser, including the software's charts, screens, simulations, what-if scenarios, overviews, reports, and more. Voyant's new tablet-friendly application, AdviserGo, is also featured and we will show you how to contact our support staff, where to register for a free trial of the software, and where to find other resources on our website.

Note: For a complete table of contents with section links, click "show more" on this video's YouTube page.

 

Getting started with AdviserGo - Introductory webinar 
16:51 minutes

In this video of our live webinar, Claire Evans introduces AdviserGo, our web based companion software to Voyant Adviser. This lean, modern planning tool can be used on any advice, including all manner of tablets that run the latest release of a standard browser. In this presentation we tour the software's features and capabilities.

 

 

Retirement income
36:44 minutes

This recorded version of our live retirement income webinar shows how to use Voyant Adviser to model and help your clients understand the options open to them for funding their retirement and in doing so, devise and demonstrate tax efficient retirement strategies. In this webinar we demonstrate how to present and illustrate planning scenarios related to retirement to aid a collaborative financial planning process with your clients.

Note: For a complete table of contents with section links, click "show more" on this video's YouTube page.

 

Protection planning
32:14 minutes

In this recorded version of our live protection planning webinar we show how Voyant Adviser can be used to help your clients understand their possible need for life, critical illness, and income protection. We also demonstrate how to use the software's simulations and what-if scenarios to stress test client cases for adequate levels of protection, identify the amount of additional cover that might be needed, as well as the minimum term that may be necessary on any recommended coverage.

Note: For a complete table of contents with section links, click "show more" on this video's YouTube page.

 

Estate planning
19:45 minutes

In this recorded version of our live estate planning webinar we present many of the features in Voyant Adviser that relate to estate planning. Learn how to set up estate plans for your clients and where to view their planned estate distributions together with the software's inheritance tax calculations. See how to build what-if scenarios and run simulations in order to demonstrate to clients the value of tax efficient estate planning.

Note: For a complete table of contents with section links, click "show more" on this video's YouTube page.

 

Investment risk
27:23 minutes

In this recorded version of our live investment risk webinar, discover how Voyant Adviser can help you to have meaningful discussions with your clients around important planning areas related to investment risk, especially in decumulation strategies. Learn how the software can be used to illustrate sequential risk and the potential impact of a market disturbance.

Topics presented include options for modelling future investment growth in Voyant (fixed growth rates vs. asset allocations) and the software's risk related simulations are presented including the Performance slider, the Historic and Monte Carlo simulations, Major Loss, and the Investment Return Rate Need Analyser. This presentation also touches upon Voyant's integration with FinaMetrica's risk profiling service.

Note: For a complete table of contents with section links, click "show more" on this video's YouTube page.

 

Divorce, personal injury, selling a business
Using Voyant Adviser with professional connections

23:49 minutes

In this recorded version of our live professional connections webinar, learn how Voyant can help you to develop connections with professional firms such as accountants and solicitors. Three case studies are examined: the first addresses the long term planning needs of a business owner and partner, another is a Court of Protection / personal accident case, and the third a divorce case.

Note: For a complete table of contents with section links, click "show more" on this video's YouTube page.

 

Defined benefit pension transfers 
23:03 minutes

In this online version of our popular live webinar, Claire Evans demonstrates how firms can use Voyant Adviser to run Appropriate Pension Transfer Analysis for clients considering transferring their defined benefit schemes to money purchase arrangements.

Note: For a complete table of contents with section links, click "show more" on this video's YouTube page.

 

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.