Planning Scenarios, How-to Videos

Defined benefit scheme transfers in Voyant Adviser 
5:48 minutes

Claire Evans demonstrates how to use Voyant Adviser to model defined benefit scheme transfers for your clients.

Use the software to compare a lifetime of assured final salary payments to a drawdown from a transferred scheme, which can then be tested for market loss vulnerability.

 

 

Defined benefit pension transfers (full webinar)  
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.

 

Using Voyant Adviser with Professional Connections
Divorce, personal injury, selling a business

23:50 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.

 

Downsize (or rightsize) a home

Learn how to model the future downsizing of a home in a what-if planning scenario.

In our example, the Christie family is considering downsizing their home when they retire. They want to sell their current residence in ten years, pay off any balance remaining on their mortgage and purchase a home of lesser value. Any remaining proceeds might then be used for travel and other plans they have for their active retirement.

Part 1
14:28 minutes


Part 2
2 minutes

 

Early mortality - using replacement mortality events 
6:19 minutes

Learn how to create what-if planning scenarios modelling an earlier than assumed mortality using Voyant's new replacement Mortality events. Using these events, an individual's mortality can be positioned anywhere on the timeline with a simple drag and drop. Convenient for the creation of life insurance need and estate planning scenarios.


 

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.

 

Investment risk
Market loss - capacity for loss simulations

4:53 minutes

Voyant's Loss Capacity / Market Crash simulator is a simple to use and very powerful simulation. Advisers enter in a market downturn event similar to recent market events and see the effects visually on a client's portfolio.


 

ISA wrapping
Schedule recurring bed and ISA  

3:49 minutes

Voyant Adviser can be used very effectively to demonstrate to clients the benefits of contributing annually to ISAs as a tax-free wrapper. One strategy for funding ISAs is through Bed & ISA.

Claire Evans demonstrates how to schedule regular transfers from an unwrapped, taxable investment account into a family’s ISAs to build up a sizable nest egg of tax free income for their future.

 

 

 

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.

 

Protection planning
Income protection and critical illness coverage need analysis

7:49 minutes

Stephen Browne of Voyant Ireland shows how to use Voyant Adviser to analyse a client's financial plan for the possible need for critical coverage in cases of disability (income protection) and critical illness (CIC).

 

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.

 

Spending capacity
Calculate annual capacity to spend in Voyant Adviser
6:27 minutes

If your client has no red on their Let’s See chart they are very likely to end up with some liquid assets at the end of their plan. Stephen Browne of Voyant Ireland shows how to calculate how much extra your client could have spent without running out of money at any point. As they say life’s not a rehearsal!