You will receive a "now:plan cash flow - you're all set" email which contains a link to the login page of now:plan cash flow.
Click on the link and then enter the username and temporary password that have been sent separately.
You will be asked to change your temporary password, and choose your memorable questions & answers, when you first login.
Once you have used the temporary password and set your own password, you can use the password reset link on the home page.
Note: your temporary password will expire after 7 days. If your password has expired, please email us to ask for a new, temporary password.
From the home page, you can click on the "Maintain Details" button.
There are several links on the home page, including a "Continue case for ..." button which takes you back to your most recent case.
Below that is a list of all of the cases that have been opened recently.
If you can't see the case you want in either of those two places, you can search for it using the "Find existing case" search box that is above the "Recent cases" list.
On the home page, there is a "Find client" button that sits below the "Welcome" message.
The "Estimated Factfind" is a shortened factfind to allow for a quick route to modelling.
For more detailed modelling, such as complex pension transfers, it would be easier to use the full factfind.
Each section has a "Detail" button in it. Clicking this will open the full factfind section.
Drag a "What if" icon on to the area labeleled "Timeline - Drop zone".
Then complete the appropriate details in the pop-up window to finish editing your new "What if".
Click on the "What if" icon that you want to amend and edit as appropriate.
If you want to include or exclude a "What if" from the current model, toggle the "Include / exclude" control.
There are two 'save' buttons at the bottom of the cashflow page.
Clicking "Save" will save your progress so far and let you continue modelling.
Click the "Save and exit" option at the bottom of the modeller page, naming each scenario appropriately.
A provision is a policy or investment that the client holds which has been captured in the factfind.
You will see asterisks beside some fields throughout the now:plan system.
A description of how each asterisk colour is used is provided as follows:
Your help request will be picked up by our training team during office hours, and dealt with as soon as possible.