Retirement Income Calculators
Clients today have a variety of choices and factors to consider when deciding how and when to finance an income in retirement.
We’ve developed these calculators to help you design the most appropriate solutions for your clients as you advise them throughout their retirement journey.
The results produced by the tools are indicative only.
A handy tool to help demonstrate client income, expenditure and any potential gaps.
Calculate a more accurate critical yield for your client.
Model the probability of your client’s income lasting for their lifetime.
Instant access to online resources that are designed to provide ongoing support when reviewing drawdown business with your clients.
How long might your client live – and therefore need an income for?
What impact could a delay in purchasing a Guaranteed Income for Life (GIfL) solution have?
Examine the potential tax liability of releasing cash lump sums from your client's pension.
Quick Income Builder
Overlay all of your client’s income sources in one view – how does this affect their retirement plans?
Sustainable Withdrawal Rate
Could partial annuitisation improve your client’s income sustainability and death benefits?