1. Investment Growth . Allocated provisions to Need
Populated from Needs screens and is two- way
Populated from Needs screens and is two-way
View read only
Select to change regular contribution to meet Target Lump sum 10%, 30%, 50%, 70%, 90% chance
Existing provision allocation modelled against its existing allocations
Existing provision allocation reinvested to the ideal asset allocation, ATR, term and category plus any new money as set in need
Select to toggle between Pods and Funnel graph
Note: With Funnel graph, the dark section is the higher chance
With an investment term of 15 years, you currently have a 50% chance of achieving at least £26,330, which would be a shortfall of £73,670.
In the proposed scenario you would have a 50% chance of achieving £117,224, giving a surplus of £17,224. .

2. Investment Income Allocated provisions to Need
Populated from Needs screens and is two-way
Populated from Needs screens and is two-way
Select to change regular contribution to meet Target Lump sum 10%, 30%, 50%, 70%, 90% chance
View read only
Existing provision allocation reinvested to the ideal asset allocation, ATR, term and category, plus any new money as set in need
Existing provision allocation modelled against its existing allocations
Investment Period Only before Income Started
Values are Fund only (Shortfall or Surplus) after the Income Period is completed .
With an investment term of 15 years and an income term of 20 years you currently have a 50% chance of being left with a residual fund shortfall of -£219,438. In the proposed scenario you would have a 50% chance of being left with a fund surplus of -£4,060.

3. Example if Display Funnel used
Investment term 10 years
Income required £10k per annum for 5 years at the end of the 10 year term
Proposed single contribution of £20k No Escalation
Dark blue line
50% chance
Investment term 10yrs
Income required 10k PA for 5Yrs at the end of the 10yr term
Proposed Single contribution of 20k No Escalation
Investment for 15 years, then an income for 5 years, a 50% chance of being left with
residual fund of -£4,060 if the proposed is taken up