Review retirement timing and spending in the scenario's Assumptions, then use Goals to review the retirement result. For a client who is already retired, first confirm that the client's current status and retirement timing are accurately recorded.
Review the setup
Confirm dates of birth, current work status, and other factual information in Family Info and the Evaluation.
Open Financial Insights and select the intended scenario.
Open Assumptions and review the available retirement timing and spending values.
Save any verified changes.
Open Goals and review the retirement result shown for the scenario.
If the client is already retired, use the current status and timing fields shown in the Evaluation and scenario. Do not change factual information only to force a goal result.
If the result is unavailable
Record the selected scenario, where the result is unavailable, and the exact text shown. Contact Planworth Support with that context and the relevant saved Evaluation and scenario information.