Note
A simulation does not represent a mutation or any other effective adjustment or change. It is purely for display purposes. A mutation must always be carried out in the Mutation menu.
Log in to iTellco.
In the “Customers” tab, click on the “All” button next to the search bar
Select the contract for which you want to carry out the mutations by clicking on the contract number itself in the search results.
Now open the “Simulation” menu by clicking on it.
Select the “Retirement” simulation class.
Select the desired contract and click on next.
Select the appropriate category and click on next.
Search for the desired insured person, or enter the first and last name of the insured person.
Enter the mutation date.
Enter the desired type of retirement
Call up the simulation preview to check the details.
Wait for the link to be sent to open the simulation data.
Explanation:
A retirement simulation is a procedure in which various scenarios are run through to find out how the financial situation could develop at retirement age. Factors such as savings, pension entitlements, expenditure and length of retirement are taken into account. The aim is to check whether the current financial planning is sufficient to maintain the desired standard of living in old age and to make adjustments if necessary