Retirement Planner

Plan your future
with confidence.

Model your retirement, explore income and expenditure scenarios and understand how your plans could evolve.

Planned releaseRegister Your Interest

A wooden deckchair on a terrace overlooking the sea at sunset.

IncomeExpected income in retirement.
PensionsYour pensions in one view.
SavingsSavings and how they are used.
ExpenditureWhat you expect to spend.
ScenariosCompare different possibilities.

See what we’re building

These are product previews. The final application may evolve during development.

Retirement Planner
Dashboard
Income
Pensions
Savings
Expenditure
Scenarios
Demo data
Dashboard
Illustrative figures only — not financial advice
Illustrative scenario
Retirement age
66
Pension pots
£214k
Est. income
£24.6k
per year
Planned spend
£22.8k
per year
Projected savings (illustrative)
5560657075
CentralCautious
Income vs spending
Essential spend coveredYes
Lifestyle spend covered82%
Emergency fund6 months
Concept
DashboardYour illustrative plan at a glance.
Retirement Planner
Dashboard
Income
Pensions
Savings
Expenditure
Scenarios
Demo data
Income & pensions
Illustrative figures only — not financial advice
+ Add pension
Income sources
SourcePot / valueFrom agePer year
Workplace pension A£128,00066£8,900
Workplace pension B£46,00066£3,100
Personal pension£40,00060£2,700
State pension (est.)—67£9,900
£24.6k
Income mix
Workplace
State (est.)
Personal
!State pension is an estimate — check your forecast
Concept
Income & pensionsEach source of retirement income, side by side.
Retirement Planner
Dashboard
Income
Pensions
Savings
Expenditure
Scenarios
Demo data
Savings
Illustrative figures only — not financial advice
Edit assumptions
Cash savings
£32k
ISAs
£48k
Monthly saving
£450
Savings balance by age (illustrative)
555861646770
CentralCautiousStrong
Concept
SavingsHow savings could change over time in each scenario.
Retirement Planner
Dashboard
Income
Pensions
Savings
Expenditure
Scenarios
Demo data
Expenditure
£22,800 per year (planned)
+ Add item
£22.8k
Annual spending
Home & bills£8.4k
Food£4.8k
Travel£3.6k
Car£2.4k
Other£3.6k
Essential vs lifestyle
TypePer year
Essential£15,600
Lifestyle£7,200
One-off (roof)£6,000
!Planned one-off cost at 68: new roof (£6,000)
Concept
ExpenditurePlanned spending in retirement, by category.
Retirement Planner
Dashboard
Income
Pensions
Savings
Expenditure
Scenarios
Demo data
Scenario planning
Illustrative figures only — not financial advice
+ New scenario
Retire at 64Tight
£21.9k
per year · lasts to 88
Retire at 66Current
£24.6k
per year · lasts to 93
Retire at 68Comfortable
£27.3k
per year · lasts to 97
Income at 70 (illustrative)
Retire 64
Retire 66
Retire 68
Target
!Illustrative figures only — not financial advice
Concept
Scenario planningCompare different assumptions side by side.

Retirement Planner is planned and is not available yet. The screens above are concept designs, not screenshots of working software. Retirement Planner will be a planning and modelling tool. It will not provide financial advice, and any results will depend on the figures and assumptions you enter.

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