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BENEFITS OF DOCUMENT

  1. Provides a step by step approach to identify your bare necessities that establishes a basis of estimates.
  2. Visually appealing and uncluttered formatting and sectionalizing of calculations on a single page.
  3. Graphical representation of the growth of investment with time.

DOCUMENT DESCRIPTION

Pension modeler is a step by step pension contribution calculation tool which is strategically planned to let you create a legitimate financial corpus of the right size by identifying your future requirements based on the prevailing Return on Investment as well as inflation.

This pension modeler has been divided into three BLOCKS-

1- Block one lets you identify truly important expense heads that will be essential for you post-retirement and their inflation adjusted future values.

2- Block two lets you see the total corpus/fund required to be collected in order to facilitate a steady stream of monthly income post retirement. This also includes a provision to retain a minimum future value of your choice after the pension plan has concluded. The illustration provided below the Block-2 gives month by month account of money spent.

3- Block three lets you find the exact amount of monthly contribution that you need to make in order to secure the right corpus before retirement. This also includes the provision of making additional payments other than monthly contributions to create the corpus at a faster pace. Graphical representation clearly depicts the growth in investment and facilitates a visual understanding of the process. The illustration given below the figures automatically populates and describes the month by month growth of corpus.

* It is important that the user provides the inputs Block by Block to see how the inputs develop the data. Only Cells with Golden Background are to be filled by user.

The worthy features of this template are -

1- Truly time independent format. Remains valid even after decades are gone.
2- Step by Step and clear approach towards identification of bare necessities.
3- Permission to modulate the Rate of Inflation as per the location.
4- Calculations are fully backed up by detailed illustration to understand month by month money movement.
5- Graphical representation of growth of investment.
6- No calculation is hidden. The cell protection is however provided in order to avoid mistaken typing.

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Source: Pension Modeler Excel document

 

Pension Modeler

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File Type: Excel (xlsx)

File Size: 109 KB

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Initial upload date (first version): Oct 13, 2020
Most recent version published: Oct 15, 2020

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