Planning rules
Dynamic Planner can be easily adapted to your business’s practices. Key planning assumptions can be updated as required, such as
- Assumed price inflation and earnings inflation figures
- Emergency fund durations
- With profits dampening rates
- Dividend apportionment
- Reference asset allocations and justification text
- Administration fees at the asset class level
- Reference mortgage rates
- Mortgage calculation parameters (such as loan-to-value ratios)
- Reference protection rates
- Protection needs analysis calculation parameters
These values will initially be set to the Dynamic Planner default values, and can then be changed by a firm as required. In addition, individual advisers can also change the planning rules if needed, however any changes made can easily be reset back to the firm’s values at any time.