Your Go-To Preservation Fund Calculator:

Preservation Fund Calculator

Enter Total Retirement Savings:

  • Provident & Pension Funds
  • Pension Preservation Funds
  • Provident Preservation Funds

Add above to get your total. Our calculator offers advanced input features.

Your Go-To Preservation Fund Calculator:

Leave your details for access

Access Standard and Advance inputs:

  • Adjust returns
  • Adjust inflation
  • Adjust retirement age
  • And more

View multiple graphs and key inputs that refine your projected results.

Preservation Fund Calculator

Modify Values: Fine-tune your results using standard or advanced inputs.

1. Capital
2. Comparison
Complete your details to unlock all the features.
Return = 10%
Return - 1%
Return - 2%

Less return, lower outcome

Retirement Age 65 yrs

How to use the calculator


Above the graph are Capital and Comparison. Below is a slider to set retirement age.

Capital shows your retirement savings. Comparison shows how your return compares to lower-return scenarios: Modelled Return, Less 1% and Less 2%.

You can customise your plan using Standard Inputs and Advanced Inputs.

Standard Inputs let you set age, retirement savings and adjust retirement age with the slider.

Advanced Inputs let you adjust the Modelled Return. You can change inflation (first value) and expected return (middle). The third shows the impact if returns drop (Less 1% or 2%).

Disclaimer

Projection is for illustration only. Results may vary.

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Modify Values

  • 1. Standard Inputs

    Retirement Age 5 yrs

  • 2. Advanced Inputs

    Modelled Returns
    Return = 10%
    6%
    +
    2%
    Return Less 1%
    6%
    +
    2%
    -
    1%
    Return Less 2%
    6%
    +
    2%
    -
    2%
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What is a Preservation Fund?

Protect Your Progress

A Preservation Fund is created from your Pension or Provident Fund when you change jobs, get retrenched or on early retirement.

It allows one withdrawal and preserves your savings until retirement. Investments grow tax-free, with options to choose from various investment portfolios.

You can transfer your Preservation Funds to another Preservation Fund. At retirement you can then transfer into a Living or Life Annuity.

At Investonline, we tailor Preservation Funds to maximise retirement savings.

Benefits of a Preservation Fund?

Secure your retirement savings with these key benefits:

  • Tax-Free Growth on savings
  • Single Withdrawal pre-retirement
  • Savings Protection for retirement
  • Flexible Investment options
  • Easy Transition to a Living Annuity

Preserve your Preservation Fund.

Like To Know More

Preservation Fund Comparison

Underperforming funds can limit your Preservation Fund’s growth.

Get More From Your Preservation Fund

At Investonline, we focus on competitive cost solutions and proven long-term performing funds to help you maximise your returns.

  • Know Your ReturnsGet a clear picture
  • Improve StrategyTailor your plan
  • Increase SavingsHelp to save more

Make sure your retirement is on track.

Our free comparison report provides insights into fees and performance, helping you make an informed decision.

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