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

Use the Retirement Modeller

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.

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.

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.

"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.