For UK financial advisers only. Not approved for use by customers. Visit the Prudential customer website For UK financial advisers only. Not approved for use by customers. Visit the Prudential customer website

Flexible Retirement Plan Modeller

Explore retirement planning scenarios with Prudential’s Flexible Retirement Plan.

  • See the results in table or graph format

  • View the tool offline

  • Save as a pdf for your reports

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 clients. 

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.

© Prudential 2018