Key features of our Flexible Retirement Plan Modeller
It’s based on our Flexible Retirement Plan
The tool is based on the Flexible Retirement Plan, which has personal pension, drawdown and Self-Invested Personal Pension (SIPP) options.
From contributions to income
Use the tool to calculate the contributions needed 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, provide a full retirement journey by modelling a combination of accumulation and decumulation.
Available online and offline
Add this tool to your browser favourites and use it even when you’re not online.
Print and save as a pdf
You can print the results. You can also save the results as a pdf by printing them as a pdf. Find out how in our Handy Hints and Tips guide (PDF).
Guidance, but not advice
The results of the tool shouldn’t be considered as advice and is to aid you during your advice process. The results are based on our current understanding of legislation and HMRC practice. But these might change without notice and the tool doesn’t take into account all of the possible circumstances that could impact your clients.
It’s based on Prudential’s Flexible Retirement Plan
The Flexible Retirement Plan Modeller shows how the Flexible Retirement Plan and investments within it can be used for your existing FRP clients only.
This modelling tool does not form a regulated illustration and is designed to help illustrate concepts and the impact of certain decisions. It should not be used in place of an illustration and should only be used by a professional financial adviser.