Pension Modeler   Excel template (XLSX)
$25.00

Pension Modeler (Excel template (XLSX)) Preview Image
Flevy is the marketplace for business best practices.
Pension Modeler (Excel template (XLSX)) Preview Image
Arrow   Click main image to view in full screen.

Pension Modeler (Excel XLSX)

Excel (XLSX)

$25.00

Add to Cart
  


Immediate download
Fully editable Excel
Free lifetime updates

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.

DESCRIPTION

This product (Pension Modeler) is an Excel template (XLSX), which you can download immediately upon purchase.

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 support@flevy.com or ask the author directly by using the "Ask the Author a Question" form. If you cannot view the preview above this document description, go here to view the large preview instead.

Source: Pension Modeler Excel (XLSX) Spreadsheet, gautamsinha


$25.00

Add to Cart
  

ABOUT THE AUTHOR

Author: gautamsinha

Ask the Author a Question

Must be logged in

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.




Trusted by over 10,000+ Client Organizations
Since 2012, we have provided best practices to over 10,000 businesses and organizations of all sizes, from startups and small businesses to the Fortune 100, in over 130 countries.
AT&T GE Cisco Intel IBM Coke Dell Toyota HP Nike Samsung Microsoft Astrazeneca JP Morgan KPMG Walgreens Walmart 3M Kaiser Oracle SAP Google E&Y Volvo Bosch Merck Fedex Shell Amgen Eli Lilly Roche AIG Abbott Amazon PwC T-Mobile Broadcom Bayer Pearson Titleist ConEd Pfizer NTT Data Schwab




Read Customer Testimonials

 
"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 "

– Bill Branson, Founder at Strategic Business Architects
 
"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 "

– Roderick Cameron, Founding Partner at SGFE Ltd
 
"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
 
"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 "

– Jim Schoen, Principal at FRC Group
 
"FlevyPro provides business frameworks from many of the global giants in management consulting that allow you to provide best in class solutions for your clients."

– David Harris, Managing Director at Futures Strategy
 
"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 "

– Michael Duff, Managing Director at Change Strategy (UK)
 
"I have found Flevy to be an amazing resource and library of useful presentations for lean sigma, change management and so many other topics. This has reduced the time I need to spend on preparing for my performance consultation. The library is easily accessible and updates are regularly provided. A wealth of great information."

– Cynthia Howard RN, PhD, Executive Coach at Ei Leadership
 
"Flevy is our 'go to' resource for management material, at an affordable cost. The Flevy library is comprehensive and the content deep, and typically provides a great foundation for us to further develop and tailor our own service offer."

– Chris McCann, Founder at Resilient.World


Your Recently Viewed Documents


Customers Also Like These Documents

Related Management Topics


Consulting Frameworks PowerPoint Diagrams Compilation Strategy Frameworks Strategy Development Gap Analysis Strategic Planning Porter's Five Forces M&A (Mergers & Acquisitions) Strategic Analysis Strategic Thinking Strategy Deployment & Execution Hoshin Kanri Operational Excellence Digital Transformation Growth Strategy Organizational Design Customer Experience Consulting Training Business Case Example Financial Modeling Business Case Development Mobile Strategy Cyber Security Business Transformation Chief Strategy Officer

Download our FREE Strategy & Transformation Framework Templates

Download our free compilation of 50+ Strategy & Transformation slides and templates. Frameworks include McKinsey 7-S Strategy Model, Balanced Scorecard, Disruptive Innovation, BCG Experience Curve, and many more.