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Retirement Income Calculator
Retirement Income Calculator
STEP 1 of 3
Investor's Name
Please enter investor's name
Financial Advisor's Name
Please enter financial advisor's name
Company Name
Please enter company name
Initial Advice Fee (excl. VAT)
0.00%
0.25%
0.50%
0.75%
1.00%
1.25%
1.50%
Please enter initial advice fee
Annual Advice Fee (excl. VAT)
0.00%
0.25%
0.50%
0.75%
1.00%
Please enter annual advice fee
STEP 2 of 3
Date of Birth (dd/mm/yyyy)
Please enter date of birth
You need to be 40 years old or above to continue
Total Retirement Savings
Please enter total retirement savings
Monthly Income Required
Please enter what is your required monthly income
Required monthly income cannot be less than the regulated 2.5% draw-down rate
Required monthly income cannot be greater than the regulated 17.5% draw-down rate
STEP 3 of 3
Choose Inflation Rate
0%
1%
2%
3%
4%
5%
6%
7%
8%
9%
10%
11%
12%
13%
14%
15%
16%
17%
18%
19%
20%
Please choose inflation rate
Choose Expected Return
0%
1%
2%
3%
4%
5%
6%
7%
8%
9%
10%
11%
12%
13%
14%
15%
Please choose expected return
Indicate Life Expectancy (In Years)
Years
Please indicate life expectancy