PruFund Accumulation

Find out the contributions required to achieve a certain pot, or model the final pot based on a number of inputs.

PruFund Decumulation

Find out the level of income payable, the term it can be paid for, or model other decumulation scenarios.

PruFund Accumulation & Decumulation

Here you can model a combination of accumulation and decumulation scenarios to provide a full retirement journey.

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Set up adviser charge ?

Ongoing adviser charge ?

Subsequent advice charge ?

Client age
Charge type
Charge value
Add charge
  • sample error

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  • Back
  • Reset to defaults
  • View results

£

£

£

%

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%

%

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Set up adviser charge ?

Ongoing adviser charge ?

Subsequent advice charge ?

Client age
Charge type
Charge value
Add charge
  • sample error

Planned withdrawals

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Client age Amount (£)
Add withdrawal

Planned income variance

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Client age Change (%)
Add income variance
  • Back
  • Reset to defaults
  • View results

£

£

£

£

%

%

%

%

%

Set up adviser charge ?

Ongoing adviser charge ?

Subsequent advice charge ?

Client age
Charge type
Charge value
Add charge
  • sample error

%

%

%

%

Planned withdrawals

?
Client age Amount (£)
Add withdrawal

Planned income variance

?
Client age Change (%)
Add income variance
  • Back
  • Reset to defaults
  • View Results

Projected fund at retirement
Pension commencement lump sum available
Client age (at start of year) Fund value (at end of year)
Number of years of charges applied
Set up adviser charge(for regular contributions)
Set up adviser charge(for starting fund value)
Ongoing adviser charge
Subsequent adviser charge
Clients age Adviser income

Final year of income
Value at end of term
Client age (at start of year) Fund value (at end of year) Income
Number of years of charges applied
Set up adviser charge(for starting fund value)
Ongoing adviser charge
Subsequent adviser charge
Clients age Adviser income

Projected fund at retirement
Pension commencement lump sum available
Final year of income
Value at end of term
Client age (at start of year) Fund value (at end of year) Income
Number of years of charges applied
Set up adviser charge(for regular contributions)
Set up adviser charge(for starting fund value)
Ongoing adviser charge
Subsequent adviser charge
Clients age Adviser income
Important information
Warning: The data being used for these calculations is excessively old and may be inaccurate. Please be careful in applying the results of any calculations.

This modeller allows you to demonstrate retirement planning through the Flexible Retirement Plan for your existing FRP clients only. 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. This is a modelling tool and not a quotation system.

Every care has been taken as to its accuracy, but it must be appreciated that neither Prudential nor its representatives can accept any responsibility for loss, however caused, suffered by any person who has acted or refrained from acting as a result of material contained in this calculator.

Illustration growth rates for some PruFunds may differ. For a client specific illustration please visit http://www.pruadviser.co.uk/content/personalpensions/352215/ or call us on 0808 234 0808. Calls may be monitored or recorded for quality and security purposes.

This modeller does not consider the Scottish Rate of Income Tax.