Our calculator can help you to plan effectively for your client’s future income needs.

Our calculator can help you show clients how they can use income drawdown to withdraw money from their retirement funds in different ways.

Visit our Retirement Solutions page for more information on income drawdown and our other retirement planning options.

Or contact our support team on 0800 092 9365.

Lines are open 8:30am to 5:30pm, Monday to Friday. Calls to this number may be monitored /recorded.

Critical yield calculator

See the investment return needed to maintain drawdown income over a set period. You can take account of changing levels of income during the plan. If the actual rate of return is consistently below the critical yield, clients may need to reduce their income or consider other options.

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Important points

  • This calculator is for financial adviser use only and may only be used by advisers who have previously entered into Terms of Business For Firms with Aviva, and who have a current distribution account with Aviva
  • The outputs are purely for illustrative purposes and are based on the information and figures you provide. Aviva accepts no responsibility for errors, inaccuracies, omissions or inconsistencies in the output or for any decisions or actions taken as a result
  • You’ll need to save each calculator to your local drive before using it. We suggest you download a fresh copy each time you use a calculator to ensure you have the latest version. By downloading a calculator, you are confirming that you accept and agree to its terms and conditions (which you can find on the calculator itself).

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