Simple free annual retirement drawdown template?

Islandfielder

New Member
Messages
8
Wondering if anyone has access to a template such as this which they could share? i've searched on AAM first, but can't find a link from previous. I can access one via Zurich, but it doesn't show predictions per annum (and I'm not sure what inflation, fees, return etc, is being applied).

Wondering if anyone has a link I can use to a retirement drawdown template? I'm trying to assess (just a little over a year off 65) the impact on drawing down at 65 v. 67/68. On the modeller on my pension (Irish Life), I can access their predictions on how much the fund may be worth at various years, but I'm also trying to assess how much (if I draw down from 65) I would receive over those 5 years (65-70) as income, given the mandatory 4% of ARF once one kickstarts the pension.
 
given the mandatory 4% of ARF once one kickstarts the pension.
Fragmenting one's pension investments into separate smaller policies may give additional flexibility as to when and how you retire different pots and avoid retirement of one's pension being an all or nothing, one time only event.
 
Back
Top