Retirement modelling dashboard

Plan pension, ISA and drawdown scenarios with a clearer UK tax view.

Adjust assumptions, add events and review the year-by-year ledger from one modern workspace.

Open Report

Illustrative only — not financial advice. Uses England/Wales/Northern Ireland income-tax bands for the 2025/26 tax year. Your scenarios are stored in this browser only; nothing is sent to a server. Use Export to back them up.

Scenario

Active

Timeline

Current age Retirement age

End age

Employment

AmountGrowth %

Taxable salary

Pension

BalanceMonthlyGrowth %

Uncrystallised

Crystallised (start) LSA used (start)

Annual charge %

ISAs

BalanceMonthlyGrowth %

Cash ISA

Stocks ISA

Other Savings

Cash savings (start)

Income

State pension State pension age

State pension growth % Withdrawal cap %

Spending

Annual target Spending inflation %

Drawdown source

Event

Type

Age Amount

Destination

Planned Events

Pension

Uncrystallised

£0

Pension

Crystallised

£0

ISA

Cash ISA

£0

ISA

Stocks ISA

£0

Cashflow

Current Acc

£0

Wealth over time

Pots and spending target

Projection

Year-by-year ledger

Click a group header to expand Report view

Useful providers

More on FAQ

Common UK platforms for holding a SIPP or ISA. Compare against your own situation before opening an account.

AJ Bell

Long-established UK platform with broad fund and ETF access.

Learn more Flat fee

Interactive Investor

Flat monthly subscription — cheaper as your pot grows.

Learn more Pension

PensionBee

Consolidates old workplace pensions into one managed pot.