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Email: info@axispension.com
AXIS PENSION PLANNER

Personal Details

Basic Assumption: This pension planner has the following in-built assumptions:
  1. Salaries and pensions are paid monthly
  2. Salaries are increased once every year at the appropriate rate of salary growth
  3. DC Pension benefits are paid as variable annuity
Name:
Email:
Date of Birth:
Planned Retirement Age:info
Your life expectancy:info
Number of months you have contributed to SSNIT:info

Earnings & Retirement Savings

Contributing regularly to your pension account is the fastest way to build up your retirement savings. Aside the mandatory Tier 1 & 2 schemes, it is important for you to take advantage of the tax relief under Tier 3. Call us for guidance on how to begin a tax-qualified supplimentary pension account.

Your current monthly salary (before deductions):info
Defined Contributions savings
Tier 2 Pension Contribution rate: info
%
Tier 3 (Provident Fund / ESB) contribution rate:info
%
Personal Pensions contributions amount:info
Current retirement savings balance (Personal Pension + Provident Fund + Tier 2):info
Lump sum amount you wish to invest towards retirement:info

Forecast Parameters

Contributing regularly to your pension account is the fastest way to build up your retirement savings. Aside the mandatory Tier 1 & 2 schemes, it is important for you to take advantage of the tax relief under Tier 3. Call us for guidance on how to begin a tax-qualified supplimentary pension account.

Inflation is a major risk that can erode the purchasing power of your retirement savings. It is therefore critical for you to ensure that at any given time, your DC Pension Plan is able to generate positive inflation adjusted return of 3-8%. Change the default values to what best reflects your situation and circumstances.

Expected Average Inflation:info
%
Average Returns on DC Scheme:info
%
What rate of returns would you expect your retirement fund to accumulate post-retirement ?info
%
Annual Salary growth rate:info
%

Retirement Income Distribution

It is essential to ascertain whether your retirement fund will be adequate to meet your objectives. Use this calculator to project how much your current salary and level of savings is able to provide you upon retirement.

What percentage of your pre-retirement salary do you desire as income from your pension funds? info
%
% of DC fund to bequeath as gift:info
%

Pension Adequacy Analysis

Do you want to know how close you are to achieving your retirement objectives?

Continue to the next page for the shock of your life

Expert advise can save you from making costly mistakes. Call us on 0302 543287 or email us at aptl@axispension.com to begin your pension acceleration program.