Flexible Retirement Plan Modeller

Explore retirement planning scenarios with 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.

See the results in table or graph format
View the tool offline
Save as a pdf for your reports

Use the Flexible Retirement Plan Modeller

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.

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.

"Prudential" is a trading name of Prudential Distribution Limited. Prudential Distribution Limited is registered in Scotland. Registered Office at 5 Central Way, Kildean Business Park, Stirling, FK8 1FT. Registered number SC212640. Authorised and regulated by the Financial Conduct Authority. Prudential Distribution Limited is part of the same corporate group as the Prudential Assurance Company Limited. The Prudential Assurance Company Limited and Prudential Distribution Limited are direct/indirect subsidiaries of M&G plc which is a holding company registered in England and Wales with registered number 11444019 and registered office at 10 Fenchurch Avenue, London EC3M 5AG, some of whose subsidiaries are authorised and regulated, as applicable, by the Prudential Regulation Authority and the Financial Conduct Authority. These companies are not affiliated in any manner with Prudential Financial, Inc, a company whose principal place of business is in the United States of America or Prudential plc, an international group incorporated in the United Kingdom.