Retirement Cashflow Template - Tfp Calculators Tfp Calculators
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1Retirement Cashflow Template
Client
Spouse
Name
Sex
Male/Female Male/Female
Date of Birth (dd/mm/yyyy)
__/__/____
__/__/____
Retirement age
Employed, Self-employed, Retired?
Current Gross Salary
£
£
Expected income increase pre ret.
%
%
Inflation
%
Total net income required at retirement
£
Required income to increase post ret.
%
Assets
Client
Spouse
Joint
Growth
Yield
rate
In Ret
Main residence
£
£
£
%
Other property
£
£
£
%
%
Pension Fund
£
£
%
%*
Bank deposits
£
£
£
%
Building Society
£
£
£
%
Shares & Collectives
£
£
£
%
%
SP investment bonds (UK or offshore)
£
£
£
%
%
Regular savings insurance investment
£
£
£
Cash NISA
£
£
%
%
NISAs
£
£
%
%
Other
£
£
£
%
%
Retirement Income
Client
Spouse
Growth
rate
Continued Earned Income
£
£
%
State Pension
£
£
Final Salary pension
£
£
%
Regular savings
Client
Spouse
Joint
Ongoing gross pension conts p.a. (Ee)
£
£
Ongoing gross pension conts p.a. (Er)
£
£
Ongoing regular savings p.a to Collectives £
£
£
Ongoing MIP regular savings p.a
£
£
£
Ongoing Cash NISA conts p.a
£
£
Ongoing NISA conts p.a
£
£
OPTIONS
Client
Spouse
Show inflation adjusted figures
Yes / No
PCLS to be taken?
Yes / No
*If pension income a fixed amount
£
£
If downsizing home, at what age
Revised property value
£
Invested in which investment wrapper?
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