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