Living Annuity

For illustrative purposes only. (E&OE)

This section is not mandatory to proceed.

Direct Investor
Intermediated Investor

Age

Mandatory Fields
Date of birth
Retirement due to disability?

Choose an Investment Fund

Please select fund from the list
Total investment amount
Choose type of monthly draw down rate

Annuity pay-out amount
Annual draw-down rate
Tax rate
%

Notes

*Assuming no market growth. 1st year only.

Advice Fees (Excl Vat)

Initial Advice Fees

Annual Advice Fees