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Plan horizon: withdrawal rate over the client's own drawdown, headline placeholders, disability cover - #165
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…dline placeholders, disability cover The wealth manager's round-7 findings. A derived withdrawal rate now lasts from the FI month to a planning age (the FI plan's new planning_age, a labelled placeholder of 95 without one, a labelled 30 years without a date of birth), and every response says which horizon it used. FI responses carry headline_status and a headline sentence, shown beside the FI number in the console and the app; the console labels the cash yield placeholder. A CMA pack's bootstrap history needs at least 120 months and a source. The insurance needs analysis adds disability cover (income to the planning age or a benefit period, less declared sick pay, against income-protection policies), with a gap line. docs/risk.md documents the risk weights and aligns the tolerance items with Grable and Lytton's published scale. Co-Authored-By: Claude Opus 5.5 <noreply@anthropic.com>
Co-Authored-By: Claude Opus 5.5 <noreply@anthropic.com>
Co-Authored-By: Claude Opus 5.5 <noreply@anthropic.com>
…text Co-Authored-By: Claude Opus 5.5 <noreply@anthropic.com>
Co-Authored-By: Claude Opus 5.5 <noreply@anthropic.com>
Co-Authored-By: Claude Opus 5.5 <noreply@anthropic.com>
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Closes the wealth manager's round-7 findings:
planning_ageon the FI plan; labelled 95 placeholder, or labelled 30 years without a date of birth);assumptions.drawdown_horizon, oddsapplied_horizon.headline_status/headlineon FI responses, shown beside the FI number in the console and the phone app; console labels the cash-yield placeholder.historyneeds 120+ months and a source.🤖 Generated with Claude Code