Mr David Murray

SLA 2 daysIn progress

Stage 7 of 15

40% complete

15 stages · 6 complete, 9 to go

Cashflow modellingiPowered by Parable.Powered by Parable

Model the client's retirement cashflow with and without the transfer. Upload the model output.

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Typed in by the firm. Fields marked * are needed before the stage can complete.

Saved

Current pension value *£

Entered by hand

Target retirement age *

Entered by hand

Income required *£

Entered by hand

Shortfall or surplus£

Entered by hand

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File notes on this stage. They go on the journey as well.

Record: Income required.

From the client4 of 4In Storyline

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