Frequently Asked Questions

16 articles in this collection
Written by Abraham Okusanya, Anna Paschaloglou, and Toyosi Lewis

Shortfall in Lifetime Income

Written by Toyosi Lewis
Updated over a week ago

State Pension

Written by Toyosi Lewis
Updated over a week ago

Matching Timeline Asset Classes with Morningstar and Investment Association

Written by Anna Paschaloglou
Updated over a week ago

What's the inflation assumption on Timeline

Written by Abraham Okusanya
Updated over a week ago

Ongoing Charges Figure (OCF)

Written by Toyosi Lewis
Updated over a week ago

Lifetime Income

Written by Abraham Okusanya
Updated over a week ago

Capital Gains Tax (CGT) and GIA Accounts

Written by Toyosi Lewis
Updated over a week ago

Success Rate

Written by Abraham Okusanya
Updated over a week ago

Contributions

Written by Toyosi Lewis
Updated over a week ago

Adding additional (model) portfolios

Written by Toyosi Lewis
Updated over a week ago

Percentile: what does that mean?

Written by Abraham Okusanya
Updated over a week ago

Accumulation Vs Decumulation

Written by Toyosi Lewis
Updated over a week ago

Scaled Income / Withdrawal at a specific date

Written by Toyosi Lewis
Updated over a week ago

Account Withdrawal Order

Written by Toyosi Lewis
Updated over a week ago

Monte Carlo and Rebalancing Rules

Written by Toyosi Lewis
Updated over a week ago

Monte Carlo Simulation

Written by Toyosi Lewis
Updated over a week ago