Your Go-To Retirement Annuity Calculator:

Retirement Annuity Calculator

Enter Total Retirement Savings:

  • Preservation Funds
  • Retirement Annuities
  • Provident & Pension Funds

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

Retirement Annuity 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 Retirement Annuity?

Save. Grow. Retire.

A Retirement Annuity helps you save for retirement with tax-efficient growth and protected savings.

It allows you to contribute regularly while benefiting from tax relief of up to 27.5% of your gross income. Investments grow tax-free with a range of portfolio options tailored to your risk preferences.

You can transfer your Retirement Annuity to another provider or consolidate multiple annuities for easier management. Upon retirement, your funds can be transferred into a Living or Life Annuity for continued income security.

At Investonline, we tailor Retirement Annuities to maximise retirement savings.

Benefits of a Retirement Annuity?

Secure your retirement savings with these key benefits:

  • Savings Pot: It’s accessible
  • Creditor Protection: Your savings
  • Disciplined Savings: For retirement
  • No Estate Duty: More retained
  • Easy Transition: Life/Living Annuity

Plan ahead for retirement savings

Like To Know More

Retirement Annuity Comparison

Underperforming funds can limit your Retirement Annuity Fund’s growth.

Get More From Your Retirement Annuity

At InvestOnline, we focus on cost-effective solutions and consistently strong-performing funds to help you maximize your returns.

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

Make sure your retirement is on track.

Get clarity with our free comparison report, offering insights into fees and fund performance to help you make informed decisions for a secure future.

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