Retirement Income Simulator

Detailed retirement income projections in seconds, making retirement planning simple on the web, in the mailbox or in the boardroom

Retirement Income Simulator

Plan for your retirement, simply and quickly

Income graph screenshot

The Retirement Income Simulator is a powerful financial calculator that takes all of Mercer’s actuarial smarts and in-depth knowledge of the superannuation industry to create projections of members’ future retirement income. Projections can be delivered as part of an interactive online calculator or as a printable statement.

Income graph screenshot

Retirement planning made simple

Comprehensive projections

Comprehensive projections

Project future income, including factors such as voluntary contributions, investment decisions, career breaks, and relationship status.

Age pension calculations

Age pension calculations

Calculate future age pension entitlements based on assets and projected income, and predict the age a member might become “age pension dependent”.

Up-to-date legislation

Up-to-date legislation

Retirement Income Simulator 9 is constantly updated with the latest changes to pension and superannuation legislation.

Text summary screenshot

Get members involved in their super

Text summary screenshot

The Retirement Income Simulator online calculator gives members the ability to project their own future incomes. An intuitive user interface combined with the robust Retirement Income Simulator engine gives members the information they need to engage with their super and plan for a comfortable future.

User friendly, feature rich

Member data pre-population

Member data pre-population

Funds can align the Retirement Income Simulator with individual member data, so it pre-populates their super details automatically.

Summary of key information

Summary of key information

For members who relate better to an infographic style presentation, the Simulator provides a brief text summary of their retirement projection, highlighting key figures and time periods.

Retirement plan stress test

Retirement plan stress test

Members can explore a number of market scenarios to give them a feel for the variability of their future retirement income.

Projection summary statement

Projection summary statement

Members can save a statement based on their retirement projection, or email it to themselves for viewing later.

Quality assured

Quality assured

The Retirement Income Simulator has been reviewed and signed off by lawyers and actuaries as compliant with standards and regulations.

Brand customization

Brand customization

The Retirement Income Simulator can be customized to meet your needs. Images, colours, text, and fonts are all easily modified to match your fund’s branding.

Ahead of the competition

Interactive tutorial

Interactive tutorial

A step-by-step tutorial guides members through using the online calculator, and explains how changing their retirement plan can impact their future.

Retirement budget planner

Retirement budget planner

Members can estimate their desired retirement income by setting a weekly budget for various retirement needs.

Scenario comparison

Scenario comparison

Members can compare multiple scenarios on the same chart, giving a direct visual indicator of how changes to their retirement plan impact their retirement income.

Responsive layout

Responsive layout

A responsive layout presents information in an optimal way for any screen size, including tablets and mobile phones.

Screenshots

Income graph screenshot
Super balance graph screenshot
Text summary screenshot
Income graph with spouse screenshot
Super balance graph with stress test screenshot
Tutorial screenshot
Income graph scenario comparison screenshot
Super balance graph scenario comparison screenshot
Budget planner screenshot
Welcome screen screenshot
Summary screen compare tab screenshot