Goals

👤 Who

All users who are entering or editing Goals for their Clients. 

Role type required: Any

❗The Fact Find must be unlocked in order to add or edit any client goals.

ℹ️ Add and review client goals

There are various goal types you can utilise. If you are unsure about which type to use, select Other goals as this will let you customise the details of the goal to suit your needs.

💡Note: If the client's employment status in the Fact Find is not equal to retired, the system will automatically add a retirement goal based off the Spend in Retirement amount entered in the Fact Find. This is a mandatory requirement from iff's calculation engine, so we can understand the clients expected expenditure in retirement and model projections up until life expectancy.