Illustration system

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Steve A. has already sent a proposal.
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Description

Experience Level: Intermediate
System required is a pension illustration system. It needs to calculate show projected benefits of a pension contribution, transfer or regular contribution at a time frame input by the user.

The system will use calculations from an excel spreadsheet and produce a 3 projections per quote, based on a growth rate of 5,7 9% after variable charges.

Another requirement of the system wil be to produce a benefit calculation, This will take the projections above calculate income available from the lump sums.

The calculations all data required are currently held on various spreadsheets. the system will need to take information from these spreadsheets compile it into a word/pdf format.

Regards

Mark

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