Enter the proposed single premium:
e.g. 50,000.

Enter the GROSS value of your proposed monthly contribution:
e.g. 500.

Enter the number of complete years to retirement:
e.g. 20.

Enter the expected Growth rate per annum:
e.g. 5 do not include the % sign.

Enter the predicted inflation rate:
e.g. 2.5 do not include a % sign.

Enter annual withdrawal rate
e.g. 7.5 do not include a % sign.

Enter your desired annual retirement income :
(in today's terms you do not need account for inflation)
e.g. 24,000 (would equal 2000 per month).

Results

Projected Fund Amount: (After Retirement):

Projected Pension:

Projected Fund in real terms (Allowing for inflation):

Projected Pension in real terms:

Shortfall Fund:

Additional monthly premium required to overcome shortfall:

Additional one off single premium required to overcome
shortfall: