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Needs Analysis - Retirement

Needs Analysis - Retirement

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Needs Analysis - Retirement

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Productivity Tip

Whilst you may not be advising on retirement planning, we believe you still need to calculate a number. The retirement calculator helps you to do this in a simple way, looking at their expectation in retirement, their projected position based on current savings and the shortfall.

 

Retirement Calculation

1.This section will appear if you have chosen it at the report setup page
2.Fill in the blanks as required
3.You can change the default rates of return at any point
4.The shortfall is calculated on both a monthly and annual basis.

 

See Also: Member Retirement