Classic Financial Solutions - Retirement planner

Services - Retirement planner

The Retirement Planner form provides us with information that can be used to project how much you will need in retirement and what the cost will be.

Please fill in as much of the information requested below as you are able to. If you do not have all this information or do not wish to send it in this form then please just fill in your contact details and we will get in touch with you.

First Name
Family Name
E-mail
Telephone
Country of residence
if not listed, state here
Specify the currency used for responses (please be consistent throughout)
What is your current age?
What is the age before which you could not afford or wish to retire (best guess)?
What is the age beyond which you would not want to work? (Say 65 if you don't know any other)
What is your current gross salary before tax?
What is your current net "take home" salary?
At what rate do you expect your salary to rise from now until your retire (take 3% unless you know better)
What rate of pension indexation do you want? (take 3% unless you know better)
What percentage of your final salary are you seeking to obtain?
What is a realistic rate of long-term investment return? (We suggest 6% in the absence of any better data)

What expectations do you have already in capital, income or both?

Enter either A or a combination of B and C

	Either A	or	B	and/or	C
	In capital now		In capital at retirement	and/or	anticipated income on retirement	Country	Year
From your current employer		or		and/or

From your previous employers		or		and/or
		or		and/or
		or		and/or


State pension					anticipated income on retirement	Country	Year

Other investments or savings set aside for pension

What is a realistic figure for your life expectancy based on your antecedents?