Retirement Drawdown Calculator

The purpose of this calculator is to look at the different options available at retirement. The calculator compares the relative income and benefits of an investment in an Approved Retirement Fund (ARF) with those of an Annuity. Summary figures will be shown below and you have the option of creating a personalised PDF report.

You can choose to run the calculator using any of our five Prisma Funds, the Balanced fund or the Global Targeted Returns fund (Invesco). You can also choose to use one of our RetireRight investment strategies.

Personal Details

Date of Birth:

Investment Details

Investment Amount:

Investment Choice:

Risk Profile Tool

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Income per Annum:

Income Escalation:

I understand that the information provided is a guide only and is based on certain important assumptions

Important Assumptions

The information provided by the Retirement Drawdown Calculator is a guide only and is based on certain important assumptions - The figures are for illustrative purposes only and are not an offer of contract.
This tool does not constitute advice from Zurich Life. There are a number of important issues to consider when determining if an ARF and/or an Annuity is appropriate for you, and this tool may only include some of these.
It is important that you review your overall situation and retirement needs with your financial advisor prior to making a decision.
By clicking 'I Understand', you are confirming that you understand that the Retirement Drawdown Calculator is an educational rather than advisory tool and is not a substitute for professional advice from your financial advisor.

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Warning: Benefits may be affected by changes in currency exchange rates.

Warning: The value of your investment may go down as well as up.

Warning: The income you get from this investment may go down as well as up.

Warning: If you invest in these products you may lose some or all of the money you invest.

Warning: These figures are estimates only. They are not a reliable guide to the future performance of your investment.