FLEXI-ACCESS DRAWDOWN CALCULATOR
Pension Details
Results
Use this tool to calculate the effect of using Flexi-Access Drawdown to generate pension income.
(Many of the dropdown boxes contain the most common options, but can be overwritten with alternative values by clicking on the
x
and over typing the values)
Total Value of Pension Funds to be used (£)
Take 25% of the funds as a Tax-Free Lump Sum ?
or £
Initial Fees (Expressed as a percentage of your pension funds) / Set-Up Charges
and / or £
Ongoing Annual Fees (Expressed as a percentage of your pension funds) / Annual Administration Charges
and / or £
Annual Increase in Annual Administration Charges (if applicable)
Average Annual Management Charge (AMC) of investment funds
Rate of investment fund growth (% per annum)
Number of years of retirement to calculate
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Specify how you plan to take withdrawals
Fixed Percentage of fund each year (% per annum)
Taken Annually
Taken Monthly
Fixed Monetary Amount each year (£ per annum)
Taken Annually
Taken Monthly
Level of escalation (increase) to the income each year (% per annum)
Or
Add Different Fixed Withdrawals for specific years
Important Information
Calculate
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