The Aries SIPP Illustration System is fully functional, and is easy and quick to use. It includes both the fund growth and income drawdown stages, and covers the more difficult aspects such as phased drawdown and critical yield. It provides detailed client reports in an informative and easy-to-read style, along with the necessary health warnings. The system complies with FSA requirements and is ready for immediate use on PCs and PC networks, and can also run from your website if required.
Fund Growth illustrations
To show the SIPP fund growing to selected pension age from the initial transfer or other investment, with continuing client and employer contributions if required.
Features
- Available fund, TFC and annuity benefits at the selected pension age
- Variations on the results for assumed investment yields of 5%, 7% and 9%
- Results in terms of today's prices, adjusted for inflation at 2.5%
- IFA commission and fund manager charges incurred along the way
- Effective yield to the client after taking commission & charges into account
- Comprehensive client report covering all aspects
Income Drawdown illustrations
Two main choices at the outset:
A. Simple retirement option, where initial TFC is taken with remainder of funds used for drawdown at a selected level up to 120% of the GAD rate.
B. Phased retirement option, where funds are drawn progressively into USP, with TFC used alongside drawdown to provide slices of income in succeeding years.
Features
- TFC and income drawdown payable over the period till final annuitisation
- Progression of the main and USP funds over this period
- The final annuity available at 75 (or earlier age as selected)
- Variations on the results for assumed investment yields of 5%, 7% and 9%
- Critical yields types A & B needed to achieve given target levels for the benefits
- IFA commission and fund manager charges incurred along the way
- Comprehensive client report covering all aspects
View the illustrations now.
You can try out both types of illustration right away. Click here for your test run.
