Adequacy display
The following is displayed within the retirement adequacy TAB:
| Tab | Output type | Description |
|---|---|---|
| Health check | Table | The health check table outlines key retirement adequacy metrics such as; When you can retire, How much can you retire off, what is the maximum income you can expect in retirement, what is the probability your funds will last? |
| Income in retirement | Column chart | Display the maximum income in retirement versus a client/s target income in retirement. |
| Retirement age | Column chart | Display the earliest expected retirement year versus a client/s target retirement year. |
| Required return | Column chart | Displays the requirement investment return per annum to meet the target retirement objective. |
| Required investment | Column chart | Displays the requirement savings per annum to meet the target retirement objective. |
| Retirement age v Return | Column chart | Shows the required return at different retirement ages. |
Post your comment on this topic.