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How to produce an illustration

 

In the adviser portal log in area you will find a tab that asks whether you would like to produce an illustration. If you click into this you will be taken through to our illustration tool where you will be asked to input your log in details. These will have been emailed to you as part of the agency set up process.

Starting a new illustration

Once logged in you will see a list of options on the left hand side - please click ‘workflows’. You will then be given two options: 1) Income Withdrawal; and 2) Retirement Accumulation

Income Withdrawal

You will use this illustration option if your client wishes to take retirement income from their SIPP or has already crystallised funds in the past and is looking to transfer them over to a Liberty SIPP.

Retirement Accumulation

This will be used for growth illustrations up to the members proposed retirement age.

Important tip - If you have a client that has a partially crystallised pension fund you might have to do more than one illustration. You will have to perform a retirement accumulation illustration for the uncrystallised fund and then perform an income withdrawal illustration for each drawdown arrangement.

After you have selected one of these two options you will then be asked a series of questions about your client’s pension. Once you’ve completed all the necessary data fields the system will produce a PDF report at the end which you will be able to print and save.

What if I don’t have time to finish the illustration?

After each section of the illustration workflow you will be able to click save. This will save your work so that you can return to it at any time.

To find a saved application, please click into either income withdrawal or retirement accumulation, and then click ‘find existing case’. You will then be able to use numerous search fields to locate your saved illustration.

You’re all done!

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