The Pension Drill-Down window allows you to enter additional year-on-year increases to pension income. These amounts can represent additional pensions expected or temporary bridge benefit amounts.
Access the Pension Drill-Down window by clicking the 
button located in the Pension Income data entry screen.
Entering a Stream of Values
Start by entering the pension income and indexing to be applied. Pension income entered is considered to be annual future-value and will grow by the index assumption entered in this window.
Next establish the period of time the income will continue by entering a From Age and To Age. Click 
to add the new pension income based on your settings. You will see the increase in pension income on the left-hand side of the Pension Drill-Down window.
*Any values entered will be added to the existing values listed on the left-hand side of the window. Clicking multiple times may overstate the pension income you are attempting to enter.
Adjusting Single Year Values
Single year values can be adjusted by clicking the 
button in any year.
Enter in or change the specified single year value and click 
to save. To cancel the added or changed value click 
.
Accepting Changes
Once the pension values have been added they will be automatically accepted. Click 
to close the window. You can reset the values at any time by clicking the 
button.
*If data has been entered in the Drill-Down window, the Drill-Down button will highlight green 
in the primary data entry screen.
Need more help with this?
Contact Razor Support