Archer - Conduct a manual TTR
You may wish to model commencing a TTR to fund a cashflow deficit, fund a debt repayment, add to bank account for other purpose, etc.
Manual TTR
Within Detailed Tables, select the Accumulation Table for either client or partner.
There are two options to draw money from super account.
a. Manual One-off withdrawal column
b. Override Pension column - this is the column we'll use if drawing for TTR Pension
In the Override pension, enter the amount of income you would like to draw each year until the client will commence an Account-Based Pension. Select Save.
The changes will reflected in the Cashflow Analysis table as Super income. In this example, we input $20K from age 60 to retirement age at 65
