The Flexible Retirement Plan Modeller shows how the Flexible Retirement Plan and investments within it can be used for your existing FRP clients only.
Key features
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.
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 is based on Prudential’s Flexible Retirement Plan, which offers personal pension, drawdown and Self‑Invested Personal Pension (SIPP) options. It demonstrates how the Flexible Retirement Plan and the investments within it can be used for your existing FRP clients only.
This modelling tool is intended to illustrate concepts and the potential impact of different decisions. It is not a regulated illustration and must not be used as a substitute for one. The tool is designed solely for use by professional financial advisers.
Next steps
