Setting the level of priority for savings to investments, pensions, and savings accounts
Savings Order is a preference used to set which types of accounts receive priority when multiple contributions are set to occur in the same year.
The software has a default savings order, which can be changed. This currently holds the Super Accumulation only.
The Available Account Types in the left column allow for product-specific account types to be added and positioned among the broader asset categories. For example, if the strategy is to prioritise the Investment Account above the Super Accumulation, the investment account could be added to the liquidation order to the right and positioned accordingly.
To change the Savings Order click on the category you want to move in the Current Savings Order column and use the arrows to move it up or down the list.