Living Annuity

For illustrative purposes only. (E&OE)

This section is not mandatory to proceed.

Age

Mandatory Fields
Date of birth
Retirement due to disability?

Choose an Investment Portfolio

Discretionary Portfolios
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Total investment amount
Choose type of monthly draw down rate

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

Notes

*Assuming no market growth. 1st year only.

Advice Fees (Excl Vat)

Initial Advice Fees

Annual Advice Fees