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

Retirement Modeller

Explore planning scenarios across your client’s full retirement journey with Prudential’s Retirement Account.

  • From simple to complex scenarios

  • Results in graphs and tables

  • View the tool online and offline

  • Print the results for meetings and reports

  • Save as a pdf for your reports

 

Key features of our Retirement Modeller

From simple to complex scenarios

  • The Quick Model gives you answers in two simple steps (using some assumptions).
  • Use template models based on common planning scenarios.
  • Add as much detail as you have and experiment for different results.
  • Discover contributions needed for a specific pension pot, possible income levels and for how long the income will be paid. 

Include adviser charges

  • Show clients their retirement income with your set up and ongoing charges included.
  • Highlight the value of advice relative to cost.
  • Show the impact of falling and rising fund values on ongoing charges.

Consider guarantees

  • Add multiple capital guarantees based on PruFund terms.
  • Add a minimum income guarantee to show a secure level of income.
  • Use negative or volatile returns to show when a guarantee may be beneficial.

Clear results for reports

  • Tables and graphs are easy for you and clients to understand.
  • Visualise income, fund value, survival probability and contributions in the one place for better decision-making.
  • Print results.
  • Export the results as a pdf, an image or a spreadsheet-friendly CSV file for reports.

Available online and offline

Add the tool to your favourites and use it even when you’re not online.

Find out how in our Handy Hints & 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 Retirement Account

The Retirement Modeller shows how the Retirement Account 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 and completed by a professional financial adviser.

Find out more about the Prudential Retirement Account.

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