Retirement Forecasting

Access the most reliable retirement forecasting tools available

Available via EValue's API Portal, the Retirement Forecasting module provides direct and easy access to:

  • Retirement Forecaster - Forecast either the income the investor may receive (annuity, drawdown or cash lump sum) or the age their money may run out.
  • Workplace Structure - As Retirement Forecaster, but includes the ability to add the scheme's contribution structure via the EValue Settings Tool.
  • Drawdown - Enables a more advanced drawdown forecaster that allows for UFPLS, partial annuities, switching funds at retirement and varying target income over time.
  • Contribution Backsolve - Provides a contribution level or lump sum that would be required for the investor to meet a particular target with a given probability.