Planit:Introduction to the Planning Assumptions Screen (Canada)
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On this screen you can identify the various different assumptions for future planning like unused RSP contributions, CPP/QPP eligibility, and OAS benefits are just some of the assumptions you can capture here.
This screen is used to centralize ALL the assumptions within the PlanPlus Planit. In the past there were some assumptions scattered in several other screens. These are all now nicely in one place.
Please note: What you actually see within this screen will depend on your jurisdiction so don’t be concerned if you don’t see all of the same things on your deployment. What you see here will also depend on what process flow you are using.