This page is intended to serve as a resource for users new to Voyant or following training, providing a refresher on key concepts, and functionality. It may be revisited at any time to reinforce learning or to support day‑to‑day use of AdviserGo.
New users are encouraged to begin with the introductory learning track, which covers other core features and getting started tips, such as logging in and using inline help.
Guided Case Study
- Try a Guided Case Study to walk you through entering your first plan. It's a detailed guide helping you step by step.
Bitesize Introductory video series
Short 5-10 minute videos on each of the topics below:
- Starting a Plan - Adding a Person (8min video)
- Plan Settings (5min video)
- Timeline - Stages and Events (5mins video)
- Adding Goals (3mins30s video)
- Adding Income (7min video)
- Adding Savings (8min video)
- Adding Investments (5min video)
- Adding a Pension (11min video)
- Adding Property (9min video)
- Adding Rental Property (8min video)
- Navigating the charts (6min video)
What if Plans
- Building a What-if scenario (8min video)
- Guided Plan Creation (4min video)
- What If Planning Scenarios (articles)
Protection Planning
- Events - Using Special Events including income protection need, critical illness pay out, market crash (9mins video)
- Early mortality (video)
Retirement Planning
Includes topics such as pension decumulation strategies, entering pensions and annuities.
- Pension and retirement planning playlist (videos)
- Money Purchase and Drawdown pensions (articles)
- Final Salary pensions (articles)
Inheritance Tax Planning
Includes topics such as an overview of the estate planning features, adding VCTs and lifetime mortgages.
- Inheritance tax planning playlist (videos) Estate planning features, adding VCTs and lifetime mortgages.
- Estate Planning and IHT articles (articles)
Presenting
Tips for presenting Voyant can be found here and other tips in our playlist
- Using Voyant to tell a story (article)
- Presenting Voyant playlist (videos)
Insights
- Insights playlist (videos)
- Insights articles (articles)
Reports
Note that reports can be customised, so that you only show a certain number of years in the report for example.
- Reports playlist (videos)
- Reports articles (articles)
Managing Plans and Updating at Review
- How to update the start date at review (video)
- How to automatically increase values during update (video)
- How to rename a What If (article)
- How to delete a What If (article)
- Adding Plan Notes (article)