Living Annuity

For illustrative purposes only. (E&OE)

This section is not mandatory to proceed.

Direct Investor
Intermediated Investor


Mandatory Fields
Date of birth
Retirement due to disability?

Choose an Investment Fund

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Please select fund from the list
Total investment amount
Choose type of monthly draw down rate

Annuity pay-out amount
Annual draw-down rate
Tax rate


*Assuming no market growth. 1st year only.

Advice Fees (Excl Vat)

Initial Advice Fees

Annual Advice Fees