After Importing (Step 5) - Check for planned future contributions to investments and pensions.

Be sure to check the Savings, Investments, and Pensions – Money Purchases sections of the fact find for planned future contributions. Although planned contribution amounts can be imported, the fact find does not capture the duration of these contributions.

Set a planned future contribution period in the Time panel, to the right side of the screen, by selecting a start event (green dot) and end event (red dot).

 

Also, check the Pensions – Money Purchases section of the fact find for pension contributions made by your client's employer. Employee contributions are importable whereas employer contributions are not. Employer contributions may be fixed or matching, based on a percentage of salary or a stated amount. Due to the numerous options, we do not currently import employer contributions to money purchases. These contributions must be set manually.

 

Next step

Step 6, if any properties have associated debts or incomes, link these to the property.

 

Related Topics

After Importing - A checklist for review following the import of a client fact find

How to create a new client case by importing a fact find into Voyant

Fact Find - Import and create new client cases using the importable fact find

Potential issues and errors when importing from a fact find

 

For Further Reading

A user's guide to the importable fact find

 

Other Related Documents

Voyant UK importable fact find (PDF)