Are you, as a financial adviser, struggling to explain to your clients exactly why they will not be able to draw an unrealistic income from a Living Annuity? This calculator shows a year-by-year table of invested capital, and income amounts drawn, so your clients can see for themselves with year-by-year amortisations, reports and colour graphs all printable or exportable to other software for presentations or for emailing!
Use this calculator to demonstrate how a little innovative, painless, financial planning can ensure that a retiree receives more inflation-linked income for many more years from a Living Annuity. Adjust expected growth rates, costs, monthly income requirements etc to suite each different client! Everybody wins! The retiree gets more inflation-linked income from a Living Annuity for much longer and more capital stays in the Annuity Fund for longer!