Separation of Registered assets into the 3 groups below. Right now, everything is being lumped in together.
Money Purchase Plans/LIFs
Ability to add an annual income withdrawal amount to the Non-Registered and TFSA asset pools. Right now, the program automatically calculates how much needs to be withdrawn from the Non-Registered pool, if there are any income shortages that need to be filled. This option will let advisors select the amount they want to withdraw.
Save scenarios. Will let advisors save multiple retirement scenarios for the same client.
Report building within the Retirement module. Will let advisors print off Retirement scenarios, including any Supporting tables. Currently, Supporting tables have to be printed off one at a time. The new feature will let advisors include them in the report.
Easier way to preview the Supporting tables.
Clearer presentation of Results on Summary page, similar to the Summary page in Concept Toolkit where a single capital amount needed for retirement is shown.
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