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Flexible Retirement Plan modeller

This modeller allows you to demonstrate retirement planning through the Flexible Retirement Plan for your clients. You can use the tool to demonstrate the contributions required to achieve a final pension pot at retirement, or find out the level of income payable and the term it can be paid for. Alternatively, use the modeller for a combination of accumulation and decumulation to provide a full retirement journey.

This modeller is not a personal illustration and the values presented does not suggest any recommendation and should not be taken as offering advice from Prudential.

Hints & tips

  • You can save the outputs as an electronic PDF copy by printing to a PDF printer. There are several available to download including PDF Forge, which is free. This allows the webpage to convert to a PDF document.
  • You can remove the header/footer from printed outputs to make it look more like a traditional report.
  • You can add this tool to your favourites to easily link to it the future and even access this when not connected to the internet.

For more information, please download our PruAdviser WebApp guide.

Please note: The hints & tips are suitable for Internet Explorer. Internet browsers operate in different ways so please refer to your browser help guide for more information on the above hints & tips.

This calculator is based on our understanding of current taxation, legislation and HM Revenue & Customs practice, all of which is subject to change without notice. The impact of taxation and any other reliefs depends on individual circumstances. Calculator results are illustrative only and are in no way intended to be a recommendation for a particular course of action or constitute advice.

For UK Adviser Use Only - Not Approved For Use With Clients