• OPTIMUM Independent Financial Planning
  • Clarendon Enterprise Centre, PRAMA HOUSE,
  • 267 Banbury Rd, Summertown, Oxford
  • OX2 7HT
  • Tel: 01865 511098
  • Fax: 01865 514519

Branch Address

Orchard House, Friday Street,

Warnham, West Sussex, RH12 3QX

Tel: 01403 265267

Free Consultation

You can have a free initial consultation. There's no fee, no catch and no obligation on your part.  We can call you to arrange a time that suits you.

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Branch Address

Orchard House, Friday Street,

Warnham, West Sussex, RH12 3QX

Tel: 01403 265267

Free Consultation

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Retirement:
Forecast Yours

This pension projection tool allows you to collate your pensions and see them projected to your chosen retirement age, showing your likely retirement income in today’s prices. You can then see how adequate your retirement provision is.

Integra Quick is concise and easy to use. The intuitive interface guides you through the collation of your pension details following a simple process with only minimal data required. The collation process allows an unlimited number of pensions to be included and supports the following:  

  • Occupational Pensions:
    • Defined Benefit
    • Defined Contribution
  • Personal Pensions, for example
    • Stakeholder Pension
    • Section 32s
    • Transfer Polices
  • State Pension Forecasts

Results are presented in a straightforward manner and using simple interactive what ifs, graphically shows the effects of:

  •  Making additional contributions
  • Taking a lump sum at Retirement, e.g. to repay a mortgage
  • Retiring at different ages
  • Including a spouses pension
  • Pension increases after retirement

It will enable you to assess the general level of funding required to meet a targeted retirement income.

All calculations are performed using an Actuarial basis consistent with the government’s Statutory Money Purchase Illustration initiative.

Please note, that this is not a substitute for advice. If you have any questions, or need any advice on your pension arrangements please contact us.

To see how adequate your retirement provision is, click here.

More Information

By continuing, you will leave the regulated site of OPTIMUM Independent Financial Planning.  Neither OPTIMUM Independent Financial Planning, nor Sesame Ltd, are responsible for the content of the linked site.

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