PruFund Protected Cautious Fund Guarantee Calculator
Pru Flexible Retirement Plan (FRP) - Personal Pension and Income Drawdown with SIPP Options
You can use this calculator to show how different commission options, including Funded and Unfunded Initial Commission and Fund Related Commission, can affect your client's PruFund Protected Cautious Fund guarantee offered under the Pru FRP.
You can also see how taking an income (available through the income drawdown option under FRP) can impact the guarantee. It shows the Guaranteed Minimum Fund, both as a % and a value, at what is normally the guarantee date, the 5th anniversary of the initial investment into the fund.
>> Download PruFund Protected Cautious Fund Guarantee Calculator (Microsoft Excel file 268k)The FRP PruFund Protected Cautious Fund Guarantee Calculator requires Microsoft Excel (version 97 or later)
Terms of Use
1. In the Terms of Use 'The Software' means all software (excluding Microsoft Excel) and other materials contained within the FRP PruFund Protected Cautious Fund Guarantee Calculator.2. Microsoft Excel is a registered trademark of the Microsoft Corporation.
3. Copyright and all other intellectual property rights in respect of The Software is, and shall remain at all times, in the ownership of Prudential.
4. The Software shall be for your own use and shall not be given, sold, loaned to or allowed to be used by any person not employed by or contracted to you.
5. You may make one copy of The Software for security back up purposes. These conditions shall apply to any copy made.
6. You must not decompile, reverse engineer or otherwise tamper with The Software contained within the FRP PruFund Protected Cautious Fund Guarantee Calculator.
7. We may, from time to time, issue amended or updated versions of The Software. Should this occur, this will then become the current version of The Software at any time.
8. Prior to release of this file, we have carried out virus checks using up-to-date virus-checking software. We do however recommend that you carry out such checks as you consider appropriate prior to using this FRP PruFund Protected Cautious Fund Guarantee Calculator. We cannot be held responsible for any loss or damage caused by the continued presence of a virus which has not been detected by the virus checking software.
9. The Software has been prepared in accordance with our understanding of the Guidelines of the Financial Services Authority and current HM Revenue & Customs legislation and practice, as at August 2009, all of which is liable to change without notice.
10. We have applied care and skill to produce The Software to a professional standard. However, we cannot guarantee that The Software is free of errors or omissions, nor can liability be accepted for any losses, howsoever incurred, arising from the use of The Software.
Tools & calculators
- Download PruFund Guarantee Calculator (Microsoft Excel file 268k)
This tool requires Microsoft Excel (version 97 or later) - Product Guide
