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  3. Plan Settings - Set the software's default assumptions

Plan Settings - Set the software's default assumptions

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  • How to correct asset allocation errors after switching from one set of market assumptions to another
  • Market Assumptions - How to change the set of market assumptions for an existing plan
  • Market Assumptions - Switching over from RSMR to Dimensional Funds Voyant UK Market Assumptions
  • About Plan Settings - View and manage the default assumptions for a client plan in the Plan Settings - UK
  • FAQ, Preferences - Are the software's default assumptions periodically updated?
  • Plan Settings – Setting the Savings Order
  • Plan Settings – Setting the Liquidation Order
  • About Plan Settings - A master list of the software's default assumptions and settings
  • Preferences - Major Loss Event Defaults
  • Calculation Settings - Show basic expenses line (preferences)
  • Calculation Settings - Assume predeceased upon simultaneous death (preference)
  • Calculation Settings - Grow [all] items using stage defaults (preference)
  • Grow [all] investment and retirement accounts using asset allocation (preference)
  • Grow [all] savings and cash accounts using a 100% cash asset allocation (preference)
  • Default Inflation / Growth Rates - Main Residence Threshold Escalation (preference)
  • Taxation - Onshore Bond Default Internal Tax Rate (preference)
  • Default Inflation / Growth Rates - Nil Rate Band Escalation
  • Default Inflation / Growth Rates - Escalating the Lifetime Allowance (LTA)
  • Application Preferences - Don't use web browser to open files (reports)
  • Use Fixed Market Slider - Optional setting for the Performance slider simulation tool
  • Application Preferences - Reports Base Directory, set or change the directory that stores Voyant reports
  • Application Preferences - Play Sounds, how to switch sounds off or on in Voyant Adviser
  • Default Inflation/Growth Rates - 15-year Gilt Rate
  • Default Ages - Default Mortality Age
  • Preferences - Reinvest Yield
  • Crystallise final salaries before money purchases
  • ARCHIVE - Asset Allocation - The default asset allocation preference
  • Editing my plan preferences does not change my individual account level settings. Why?
  • Preferences - Default Account Fees
  • Plan level preferences vs. settings edited at the individual item level within a plan
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