Abstract

Journal of Actuarial Practice

Volume 8, Numbers 1 and 2, 2000


Actuarial Analysis of Retirement Income Replacement Ratios

Robert Keng Heong Lian, Emiliano A. Valdez and Chan Kee Low

Abstract

A measure of level of post-retirement standard of living is the replacement ratio, i.e., percentage of final salary received as  annual retirement income derived from savings. The replacement ratio depends on many factors including salary, salary increases, investment returns, and post-retirement mortality. Elementary life contingencies techniques are used to develop a replacement ratio formula and analyze its sensitivity to these factors.

Key words and phrases: retirement planning, savings, interest rates, life annuity, social security.

Robert Keng Heong Lian

Division of Actuarial Science and Insurance,

Nanyang Business School

Nanyang Technological University,

Singapore 639798

 

Emiliano A. Valdez

Division of Actuarial Science and Insurance,

Nanyang Business School

Nanyang Technological University,

Singapore 639798

 

Chan Kee Low

Division of Actuarial Science and Insurance,

Nanyang Business School

Nanyang Technological University,

Singapore 639798


© Copyright Absalom Press, Inc.