The Projection Assumption Guidelines calculators are now available on the Institute’s website

The Projection Assumption Guidelines calculators have been moved to the Institute of Financial Planning’s website.

This change is intended to bring all resources related to the Projection Assumption Guidelines together in one place, making them easier to access and use.

What’s changing

The calculators are now hosted directly by the Institute and available as downloadable Excel files.

This allows you to:

• download the calculators
• save them to your computer
• use them offline
• easily access the most up-to-date versions from a single page

What’s not changing

The Projection Assumption Guidelines themselves remain unchanged.

Only the way the calculators are accessed has been updated to improve the user experience and centralize all related resources in one location.

Access the Guidelines and calculators

You will now find the following on a single page:

• the current Projection Assumption Guidelines
• downloadable calculators
• supporting information and reference documents

Visit the Projection Assumption Guidelines page and download the calculators.

Access the Guidelines and Calculators

Update your bookmarks

If you previously bookmarked the calculators or use a direct link to access them, we encourage you to update your bookmarks to make future access easier.