Please register (it's free!) or login to view the remaining preview.

If you are logged in, your referral link [?] is automatically included below.

EMBED CODE (Copy and Paste)

BENEFITS OF DOCUMENT

Provides a step by step approach to identify your bare necessities that establishes a basis of estimates.
Visually appealing and uncluttered formatting and sectionalizing of calculations on a single page.
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.

Got a question about the product? Email us at [email protected] or ask the author directly by using the form to the right. If you cannot view the preview above this document description, go here to view the large preview instead.

Source: Pension Modeler Excel document

Pension Modeler

Sold by gautamsinha (view author profile)

$25.00

ALL FEES INCLUDED

Add to Cart

This business document is categorized under the function(s):

Pension Modeler

It applies to All Industries

File Type: Excel (xlsx)

File Size: 95.3 KB

Purchase includes lifetime product updates. After your purchase, you will receive an email to download this document.

Initial upload date (first version): Oct 13, 2020
Most recent version published: Oct 21, 2020

Ask the Author a Question

Must be logged in Click here to log in

CUSTOMER TESTIMONIALS

"As a small business owner, the resource material available from FlevyPro has proven to be invaluable. The ability to search for material on demand based our project events and client requirements was great for me and proved very beneficial to my clients. Importantly, being able to easily edit and tailor the material for specific purposes helped us to make presentations, knowledge sharing, and toolkit development, which formed part of the overall program collateral. While FlevyPro contains resource material that any consultancy, project or delivery firm must have, it is an essential part of a small firm or independent consultant's toolbox."

– Michael Duff, Managing Director at Change Strategy (UK)

"Flevy is now a part of my business routine. I visit Flevy at least 3 times each month.

Flevy has become my preferred learning source, because what it provides is practical, current, and useful in this era where the business world is being rewritten.

In today's environment where there are so many challenges and there is the need to make the right decisions in a short time, with so much scattered information, we are fortunate to have Flevy. Flevy investigates, selects, and puts at our disposal the best of the best to help us be successful in our work."

– Omar Hernán Montes Parra, CEO at Quantum SFE

"I have used FlevyPro for several business applications. It is a great complement to working with expensive consultants. The quality and effectiveness of the tools are of the highest standards."

– Moritz Bernhoerster, Global Sourcing Director at Fortune 500

"FlevyPro has been a brilliant resource for me, as an independent growth consultant, to access a vast knowledge bank of presentations to support my work with clients. In terms of RoI, the value I received from the very first presentation I downloaded paid for my subscription many times over! The quality of the decks available allows me to punch way above my weight – it's like having the resources of a Big 4 consultancy at your fingertips at a microscopic fraction of the overhead."

– Roderick Cameron, Founding Partner at SGFE Ltd

"As a consultant requiring up to date and professional material that will be of value and use to my clients, I find Flevy a very reliable resource.

The variety and quality of material available through Flevy offers a very useful and commanding source for information. Using Flevy saves me time, enhances my expertise and ends up being a good decision."

– Dennis Gershowitz, Principal at DG Associates

"As a niche strategic consulting firm, Flevy and FlevyPro frameworks and documents are an on-going reference to help us structure our findings and recommendations to our clients as well as improve their clarity, strength, and visual power. For us, it is an invaluable resource to increase our impact and value."

– David Coloma, Consulting Area Manager at Cynertia Consulting

"My FlevyPro subscription provides me with the most popular frameworks and decks in demand in today’s market. They not only augment my existing consulting and coaching offerings and delivery, but also keep me abreast of the latest trends, inspire new products and service offerings for my practice, and educate me in a fraction of the time and money of other solutions. I strongly recommend FlevyPro to any consultant serious about success."

– Bill Branson, Founder at Strategic Business Architects

"As a young consulting firm, requests for input from clients vary and it's sometimes impossible to provide expert solutions across a broad spectrum of requirements. That was before I discovered Flevy.com.

Through subscription to this invaluable site of a plethora of topics that are key and crucial to consulting, I have been able to exceed expectations and deliver quality advice and solutions to my clients. The quality and expertise of the authors are exemplary and gives me great confidence to use as part of my service offerings.

I highly recommend this company for any consultant wanting to apply international best practice standards in their service offerings. "

– Nishi Singh, Strategist and MD at NSP Consultants

"As an Independent Management Consultant, I find Flevy to add great value as a source of best practices, templates and information on new trends. Flevy has matured and the quality and quantity of the library is excellent. Lastly the price charged is reasonable, creating a win-win value for the customer, Flevy and the various authors. This is truly a service that benefits the consulting industry and associated clients. Thanks for providing this service. "

– Jim Schoen, Principal at FRC Group

"If you are looking for great resources to save time with your business presentations, Flevy is truly a value-added resource. Flevy has done all the work for you and we will continue to utilize Flevy as a source to extract up-to-date information and data for our virtual and onsite presentations!"

– Debbi Saffo, President at The NiKhar Group

SELECT CUSTOMERS

Since 2012, we have provided best practices to over 5,000 businesses and organizations of all sizes across the world—in over 130 countries. Below is just a very small sample of our customer base.

Did you know?

The average daily rate of a McKinsey consultant is $6,625 (not including expenses). The average price of a Flevy document is $65.

CUSTOMERS ALSO BOUGHT THESE DOCUMENTS

Healthcare Business Capability Model 1-page PDF document $30.00 Author: R Bradley Consulting Healthcare	Lean Six Sigma - Bundle of 50 Tools & Templates 32-page PDF document and supporting ZIP $179.00 Author: QMaxima Inc. - Simplifying Excellence Lean Management/Enterprise Six Sigma Project	SCRUM Introduction (PPT) (NEW - 2020 Scrum Guide) 91-slide PowerPoint deck $55.00 Author: Ivana Nissen Scrum	Incident Management Process PPT (IT Service Management, ITSM) 34-slide PowerPoint deck and supporting PDF $25.00 Author: Ivana Nissen ITIL Incident Management Service Management
Process Mapping Series: Procure to Pay 13-slide PowerPoint deck and supporting Excel workbook $20.00 Author: BusinessRules Process Mapping	Milestone List / Deliverables Excel workbook $20.00 Author: XRS Consulting Engineers	Structured Thinking 101: Clarity Through Storylines 37-page PDF document $79.00 Author: Clarity College Presentation Development Communications Strategy	Consultasaurus PowerPoint Deck 901-slide PowerPoint deck $45.00 Author: Monster Templates PowerPoint Diagrams Compi ...
Preparing Powerful Board Papers 50-slide PowerPoint deck $129.00 Author: Clarity College Corporate Board	Pharma launch plan 2020 57-slide PowerPoint deck $99.00 Author: BigPharma2000 Healthcare	Organizational Excellence Framework - Performance Measurement 80-slide PowerPoint deck $160.00 Author: Dawn Ringrose Process Improvement Performance Management Continuous Improvement	Mining Industry (Metals & Minerals) - Value Chain Insights 232-slide PowerPoint deck and supporting ZIP $96.00 Author: Ganesh Rajagopalan Value Chain Analysis Mining Industry