Where do I set the Pension Commencement Lump Sum that the clients wishes to take if they are buying an annuity?
In the Actions area of Current plan and Revised plan, you will find a list of pensions that have been added into Assets.
Check that you are happy with the PCLS shown against the each of these, they will default to a client taking the 25% lump sum. If you wish to change this then you can do so by clicking on the pencil icon and choosing ''Over time using UFPLS'.