Create Globals: RetCash
Global Assumptions
The Create Globals Wizard will show the structure of pointers and the
values that will be created for each of the Global Assumptions.
Under each pointer will be a list of all the categories where it will be
used.
If required, the pointer names can amended, cloned or deleted via the Right Click Menu. Equiniti recommends that the user ensures all names and descriptions are generic so that if the value of the assumption changes in future the pointer name is still valid.
To amend the pointer name, click once slowly and a box will appear around the existing name. This can then be changed.
To clone a pointer, right click once on the pointer you wish to clone. This can then be renamed. Any existing Global Variables that should be underneath this pointer can be moved using click and drag.
To delete a pointer, right click and select delete. This option is only available if there are no variables using this pointer.
The user should also ensure that the pointers established are a true and accurate reflection of all the different possible assumptions required to value the scheme going forward. In particular; taking care to set up separate pointers for assumptions that by co-incidence were the same at the previous valuation but may not be at future valuations.
Back
Clicking on the Back button allows you to return to the previous screen.
Next
Click the Next button, once you are happy with the selections made, to move to the next screen.
Cancel
Clicking on the Cancel button allows you to return to the previous screen without saving any of your changes.