Forum Discussion
Lana_Graham
Iress Contributor
2 months agoHi JA ,
At the moment the Deficit settings for pensions can only be set in one stage, so I'd model it using the Expend payment option for the pensions.
- For the first 10 years, set the client's payment to expend and the partner's payment to minimum.
- After 10 years, set both the client and partner payments to expend.
Here is an example of the partner inputs below - however I set it to change after 5 years (when there is a pension balance > $0).
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