Pension

Item	Field	Where can I find this?	What is it?	Example
1	Name	Fact Find input/Optimisation	For existing pensions this is set on the Fact Find. For “New” debts, fixed end date will be determined by the list of loan options (see debt list).	AustralianSuper
2	Growth Rate	Assumptions	Depends on asset allocation/risk profile. See assumptions.	0.05751634
3	Current Value	Fact Find input/Optimisation	This is the starting value of the fund. If a new fund this will be set to 0.	400000
4	Super Rollout	Calculated	See rollover matrix	0
5	Pension Rollout	Calculated	See rollover matrix	0
6	Annuity Rollout	Calculated	See rollover matrix	0
7	Entity Dead Rollout	Optimised	Optimisation algorithm determines rollout amount.	0
8	Rollout Total	Calculated	SUM OF ITEMS 4-6	0
9	Rollin Total	Calculated	See rollover matrix	0
10	Lump sum	Optimised decision	Determined by optimisation engine	0
11	Revised Value	Calculated (MUST BE > 0)	ITEM 3 – ITEM 8 + ITEM 9 – ITEM 10	400000
12	Payment	Optimised decision	Optimisation algorithm determines payment amount.	10000
13	Payment frequency	Fact Find input/Optimisation	If existing pension this is set on the Fact Find. If new pension, payment frequency is set in assumptions.	12
14	Minimum payment	Calculated	Depends on pension type. See assumptions.	4000
15	Maximum payment	Calculated	Depends on pension type. See assumptions.	50000
16	End Value	Calculated (MUST BE > 0)	FV calculation.	413355

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