United Kingdom
Articles and other resources related to our software for financial professionals in the United Kingdom.
Trialing Voyant AdviserGo - Our planning software for financial professionals
- FAQ, System Requirements - What will I need to use AdviserGo? - UK
- How to register for a free 30-day trial of AdviserGo UK?
- FAQ - How long does a trial of the software last and are there any strings attached?
- FAQ - Is it possible to trial Voyant as a group, with colleagues, so that we can share information while trying out the software?
- "Client record is too old for trialist access" - I am not being allowed to access the client records I created during a previous trial of the software
Getting Started - First steps, building your first client case in AdviserGo
- Getting Started Voyant UK - Videos
- Steps - How to change the amount of an expense, income, savings contribution, growth rate etc. at a specified event - UK
- Building your Plan - General Overviews - UK
- Data Entry Video - UK
- Logging into AdviserGo UK - Where do I need to go to log into the UK version of AdviserGo?
- How to switch on inline help in AdviserGo (UK)
General Information and FAQs
- Deactivate MFA Device
- FAQ - Money Purchase Pension Transfers - UK
- Do you have a demo client to present Voyant's features and capabilities?
- FAQ - Where can I find Voyant's General Data Protection Regulation (GDPR) statement?
- FAQ - Multi-currency - Can incomes and investments be entered in multiple currencies?
- FAQ - What is AdviserGo?
ClientGo
- ClientGo - Consumer Licence Bundle Costs
- Locked Plans - ClientGo
- Client View of ClientGo -creating a new client plan - UK and Ireland
- ClientGo FAQs - UK and Ireland
- The difference between ClientGo and VoyantGo - UK and Ireland
- Client View of ClientGo - updating your Voyant plan - UK and Ireland
What's new in AdviserGo United Kingdom?
The Home Screen - Accessing your client records
The Dashboard - Your planning control centre
The Timeline - Events and stages
- Creating and Deleting Events Video Walkthrough - UK
- Client is already retired. How to delete the Pre-Retirement stage and the Retirement event - UK
- Timeline and Events - About the Timeline and future planning events
- Timeline, Events - How to add events to the timeline - UK
- Timeline, Default Events - Some events are created for you automatically by the software
- Timeline, FAQ - Why use events, rather than years or dates, for timing? - UK
The Let's See Charts - Viewing and presenting plan results
- Plan Differences Overview and Promotion - UK
- View the cumulative taxes, tallied over the course of the plan, in the Year View of the charts, on the Taxes tab - UK
- Presenting the Let's See Screen: Charts - UK
- Switch between single, dual chart, and compare plan views of the charts - UK
- Yearly Chart Details - View the details behind the charts in AdviserGo - UK
- Detailed Chart Views - Toggle detailed charts and the yearly chart details (the Year View) on or off with a single click
Insights - Planning simulations
- Annuity (Longevity) Insight UK
- Annuity (Longevity) Insight UK 2024
- Goal Priority Analysis Insight video - UK
- Performance Insight Video - UK
- Market Crash Insight Video - UK
- Lump Sum Savings Insight Video - UK
What-Ifs - Planning scenarios
- Modeling the loss of income and income protection video - UK
- Modeling a market crash video - UK
- Modeling an early mortality scenario video - UK
- What If: Modeling an early mortality - Video UK
- Modelling a Market Crash using Major Loss Event and Major Loss Event Settings - UK
- How to add a what if plan - UK
Reports - Printable reports and reporting options
- Report Sets - How to select and save a subscription set of reports - UK
- How to generate reports- All regions (except Canada) (2024)
- How to view and edit the Insight reports inputs - UK
- Which reports can be generated in Excel
- Required software for viewing reports
- Financial Summary Report - About the report
Plan Settings - Set the software's default assumptions
- Default Inflation / Growth Rates - IHT Property Exemption Escalation Rate (taper threshold for Residence Nil Rate Band)
- Default Inflation / Growth Rates - Nil Rate Band Escalation
- Default Inflation / Growth Rates - CPI and RPI (and LPI)
- Calculation Settings - Transfer [All] Excess Income / Credits to Savings - UK
- Default Inflation / Growth Rates - Inflation Rate - UK
- Present Value v's Future Value
Cash Flow and Taxation Essentials - About the software's calculation engine
- How to enter a VCT Video - UK
- Dividend Income - Where to enter dividend income from ownership of a company or an investment - UK
- FAQ - How do I model tax exempt clients? (UK)
- How to assume all surplus income is saved after retirement - UK
- Cash flow chart – What do the black and blue need lines represent - UK?
- Expense Fulfillment and the Liquidation Order - In what order are expenses fulfilled and what funds are used to pay them? - UK
Integrations with our UK Software - Importing client information
- Intelliflo Integration- Merge, Update and Export- Video
- Intelliflo Integration- Import and update flow- Video
- Practifi Mapping Guide - UK
- Iress Mapping Guide - UK
- Salesforce Mapping Guide - UK
- Practifi Import Guide - UK
People - Your clients and their family
Carryover Assumptions - Information on taxes and contributions that predate the start of the plan
Goals and Expenses - Plan for current and future spending
- Property Goal - UK
- How to reduce (step down) co-owned expenses after first mortality - UK
- Entering education goals video - UK
- Entering expenses video - UK
- Entering goals video - UK
- How to set up a Payment Source on a Expense - UK
Legacy Expenses, Gifting - Potentially exempt transfers, charitable gifting, and their use in estate planning
Employment Income - Current and future income from earnings
- Entering Income Video - UK
- Timing - Employment and Other Incomes - UK
- Employment Income - How to add income to a client plan (UK)
- FAQ, Income - Employment vs. Other Income, what is the difference? (UK)
- Income - Model a future change, a step up or down, in salary - UK
- Additional Frequency Options (UK)
Other Income - Income from rent, royalties, foreign earned income , or model tax-free income or incomes net of taxes
Windfalls - Planning for income from anticipated future windfalls
Savings - Current accounts and savings (deposit) accounts
- Growing an Investment or Pension using a Portfolio with Asset Allocation
- How to add savings and investments to plan - UK
- Contributions - How to set up regular savings into Savings and Investments - UK
- Default Cash Accounts - How are the cash accounts created by the software (e.g. Tom's Cash) being used?
- How to enter a Save-As-You-Earn (SAYE) Scheme - UK
Investments - Unwrapped investments (unit trusts), onshore and offshore bonds (life funds), ISAs, EISs, VCTs, DGTs, and trusts
- Bonds. How to model withdrawing tax deferred allowance - Video
- Bonds. How to add an existing Onshore or Offshore bond- Video
- How to add a New Onshore and Offshore bond Video - UK
- EIS and VCT roll-overs - UK
- How to model gifting an investment bond - UK
- Investment Bonds (Life Funds) - Why is there an insurance payout at first death from a jointly held Bond? - UK
Pensions - Money Purchases (Defined Contribution Schemes) and Drawdown Pensions
- How to incorporate properties into a Self Invested Personal Pensions (SIPP)
- Taking tax free cash as a lump sum video - UK
- Taking UFPLS Planned withdrawals from a Money Purchase Pension video - UK
- Annual contribution allowance for money purchase schemes and where to enter carry forward contribution allowance - UK
- Survivor's pension - setting up a specific pot for inherited pensions
- Pension spike age 75 / Lifetime Allowance tax charge. (UK)
Pensions - Final Salaries (Defined Benefit Schemes)
- Step-by-Step - How to enter a Career Average (CARE) scheme pension - UK
- Entering a final salary pension video - UK
- How do I enter a temporary or bridging pension? - UK
- Step-by-Step - How to enter a final salary pension - UK
- Is Voyant geared towards meeting the new APTA requirements for Defined Benefit transfers?
- How do I model a Final Salary pension in payment, which is level now but escalates from a future date?
Pensions - State Pension Benefits
Annuities - Immediate and deferred, pension and non-pension
Property and Other Non-Liquid Assets
- Sell rental property and reinvest the surplus video - UK
- Downsize a Property and Reinvest the Surplus Video - UK
- Line of Credit and Equity Release Video - UK
- Why is there a shortfall showing in my plan when the proceeds of the liquidation should be used towards the new house purchase?
- Linking - Link a property, such as a rental property to an other income - UK
- How to add a property or other non-liquid asset to a plan - UK
Debts - Mortgages and unsecured debts
- One-time debt overpayment video - UK
- Step-by-Step: How to enter an interest only mortgage
- How to enter an Offset Mortgage - UK
- Increase or decrease future debt payments using Steps in AdviserGo
- Schedule the future payoff or a onetime overpayment on a debt
- How to show a switch in mortgage from interest only to repayment
Lines of Credit - Equity-based and non-secured lines of credit
Loans - Repayment of money lent to external parties or to people within the plan
Protection - Term life, disability, critical illness, and long term care policies
- Disability Special Events - Loss of Income and Income Protection.
- Critical Illness Special Event - UK
- Plan showing employment income during critical illness
- Death In Service Benefit.
- How to enter a policy that combines Term Life and Critical Illness cover.
- Premiums - Where to view the premiums on protection policies.
Transfers and Planned Withdrawals - Schedule future transfers between accounts and planned withdrawals from accounts
- Planned Withdrawals from Bonds, Life Funds - Schedule planned future withdrawals from a bond (UK)
- Withdrawal Limits / Planned Withdrawals - What is the difference between a withdrawal limit and a planned withdrawal?
- How to schedule planned withdrawals from savings, investments or a defined contribution pension (retirement account)
- Transfers - Schedule one-off or ongoing transfers between accounts or from surplus income into an Investment account - UK
- Withdrawal Limits – Placing restrictions on the software’s ability to liquidate assets as needed - UK
Estate Planning and IHT - Setting future estate distributions to inheritors and viewing these distributions and potential inheritance tax (IHT) in the Legacy overview
- How do I remove the main residence nil rate band for clients where it won't apply?
- IHT planning features in Adviser Go
- Leaving all or part of one's estate to charity
- Estate Credits - What Are They?
- Carryover Assumptions - Nil rate band transfers (carryover) from the death of a spouse prior to the beginning of the plan - UK
Plan Management - Managing, promoting, and updating plans
- Updating a Plan Start Date (2025) - Video
- Revert to a previous version of a plan.
- How to Backdate the Plan Start Date - UK
- Updating your plan for the new planning year video - UK
- How to update the start date of a plan - UK
- FAQ - What happens to a client file once it has been deleted from the software?
Managing Your User Account - Software preferences, your user profile, and sharing access with colleagues
Troubleshooting issues with AdviserGo
Managing client access to plans through VoyantGo
- How can I change which plans a client can view in VoyantGo?
- Inviting clients to access or build their plan in VoyantGo - UK
- Option A - Invite your clients to access a financial plan that you have created for them
- Option A - Next steps, what your client will need to do to access their plan
- Option B - Invite your client to begin work on their own plan (use VoyantGo for initial fact finding)
- Option B - Next steps, what your client will need to do begin work on their plan in VoyantGo
- Trialing Voyant AdviserGo - Our planning software for financial professionals
- Getting Started - First steps, building your first client case in AdviserGo
- General Information and FAQs
- ClientGo
- What's new in AdviserGo United Kingdom?
- The Home Screen - Accessing your client records
- The Dashboard - Your planning control centre
- The Timeline - Events and stages
- The Let's See Charts - Viewing and presenting plan results
- Insights - Planning simulations
- What-Ifs - Planning scenarios
- Reports - Printable reports and reporting options
- Plan Settings - Set the software's default assumptions
- Cash Flow and Taxation Essentials - About the software's calculation engine
- Integrations with our UK Software - Importing client information
- People - Your clients and their family
- Carryover Assumptions - Information on taxes and contributions that predate the start of the plan
- Goals and Expenses - Plan for current and future spending
- Legacy Expenses, Gifting - Potentially exempt transfers, charitable gifting, and their use in estate planning
- Employment Income - Current and future income from earnings
- Other Income - Income from rent, royalties, foreign earned income , or model tax-free income or incomes net of taxes
- Windfalls - Planning for income from anticipated future windfalls
- Savings - Current accounts and savings (deposit) accounts
- Investments - Unwrapped investments (unit trusts), onshore and offshore bonds (life funds), ISAs, EISs, VCTs, DGTs, and trusts
- Pensions - Money Purchases (Defined Contribution Schemes) and Drawdown Pensions
- Pensions - Final Salaries (Defined Benefit Schemes)
- Pensions - State Pension Benefits
- Annuities - Immediate and deferred, pension and non-pension
- Property and Other Non-Liquid Assets
- Debts - Mortgages and unsecured debts
- Lines of Credit - Equity-based and non-secured lines of credit
- Loans - Repayment of money lent to external parties or to people within the plan
- Protection - Term life, disability, critical illness, and long term care policies
- Transfers and Planned Withdrawals - Schedule future transfers between accounts and planned withdrawals from accounts
- Estate Planning and IHT - Setting future estate distributions to inheritors and viewing these distributions and potential inheritance tax (IHT) in the Legacy overview
- Plan Management - Managing, promoting, and updating plans
- Managing Your User Account - Software preferences, your user profile, and sharing access with colleagues
- Troubleshooting issues with AdviserGo
- Managing client access to plans through VoyantGo