For UK financial advice professionals only, not approved for use by retail customers. Click here for the customer website.

Trustee Investment Plan Modeller

The Trustee Investment Plan (TIP) modeller shows how the Prudential TIP can be used as an investment with Self Invested Personal Pensions (SIPP) and Occupational schemes outside Prudential.

The TIP modeller shows how the Prudential TIP can be used as an investment for your client's existing SIPP and Small Self Administered Scheme (SSAS). Use the tool to calculate how much of a client's fund would need to be allocated to provide them with a planned income in retirement. Find out the level of income payable and the term it can be paid for. Alternatively, work out the growth rate needed to achieve a client's retirement goals, or use it to understand how long the fund could last.

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

Use the TIP modeller

Key features of the TIP Modeller

  • Understand how long a fund will last in retirement

  • Know the potential maximum income the client can take in a period of retirement

  • Work out the growth rate needed to achieve the client's income goals

  • Know how much of your client's fund is needed to be allocated in order to provide their planned income

Available online and offline

Add this 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, it's 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.