Every great plan starts with a clear viewpoint.
Turn uncertainty into clarity — model your future with confidence. ViewPoint helps you visualise your retirement savings, test your goals, and see how long your income could last.
Guided forecast
7 steps · 2 plan modes
2
Plan modes
7
Guided steps
1
Clear plan
Your forecast in seven steps
Work through each section to build a complete picture of your financial future.
Choose Your Plan
Start with an accumulation plan to grow wealth toward a goal, or an income-driven plan that works backwards from the retirement income you want.
Your Viewpoint
Set your starting figures across multiple investments — initial values, monthly contributions, and growth rates — with a live combined forecast.
Growth Over Time
Watch your portfolio compound year by year with interactive charts and a detailed breakdown of contributions versus interest earned.
Reach Your Goal
Set a target future value or retirement income and the tool works backwards to show what you'd change — time, growth, contributions, or a lump sum.
Sensitivity Analysis
Stress-test your plan across growth scenarios and a 500-trial Monte Carlo simulation to see how your projected pot holds up under different markets.
Income Sustainability
Model how long your pots last in retirement. Factor in state pension, guaranteed income, stepped income, tax-free lump sums, and per-pot drawdown.
Download Report
Generate a personalised PDF forecast with your inputs, projections, sensitivity, sustainability, and tailored planning advice to keep or share.
Let's start with you
Enter your details below to begin. We'll use them to build an age-based retirement timeline and your personalised forecast.
Client Details
Tailor the plan to your age and retirement target
Please complete your name, date of birth, and retirement age to continue.
Ready to see your future?
Begin your personalised forecast now — it only takes a moment to enter your details and start modelling your retirement.
Planning is bringing the future into the present so you can do something about it now.