MyFinancialPlan
Guidance, not advice
MyPayPicture

Where do I stand?

A few quick questions. A clear read on your retirement and home-buying position. A prioritised plan of what to do next.

1Your Profile
2Where You Stand
3Your Plan
Build your picture

Rough figures are fine — you can adjust everything later. Nothing is stored or sent anywhere; it all stays in your browser.

42
£60,000

Your total gross income. This sets your tax-relief rate and borrowing estimates.

Steady PAYE
Base + bonus
Self-employed / contract
Just me
Partner
Children
£20,000
£0

Shares, funds, GIAs. Include employer shares/RSUs here.

£30,000

Add up all workplace and personal pensions. £0 is fine.

£400

You + your employer combined, before tax relief. Check a payslip if unsure.

Yes, I max the match
Partly / unsure
No workplace pension
Under £500
£500–£1,500
£1,500–£3,000
£3,000+
I rent
Own, with a mortgage
Own outright
Within 12 months
1–3 years
3+ years
No plans
57
60
65
67
68
Keep it safe
A bit of both
Comfortable with volatility
Where you stand

Your projected position at retirement, in today’s money. Drag the controls to see what changes it.

📄 Download PDF report £4.99
Projected retirement income
£0/yr
Pot at 67
£0
at balanced growth
Tax-free lump sum
£0
25%, capped £268,275
Sustainable income
£0
4% drawdown + State Pension
Against your Target Replacement Rate (UK adequacy benchmark, adjusted for your income band)
0%80% of targetTarget met130%
Cross-check: PLSA Retirement Living Standards (single person, 2025/26)
£0Min £13,400Moderate £31,700Comfortable £43,900+
With slider settings Your current pace
£400
Cautious 2%
Balanced 4%
Ambitious 6%
57
60
65
67
68

Your prioritised plan

In order. Each step says why it’s there. Tick things off as you do them — and take the whole thing to a regulated adviser for the execution details.

Ready to act on it? A regulated financial adviser can turn this guidance into personal recommendations for your exact situation.
Find an adviser →

This is guidance, not regulated financial advice. Nothing here recommends a specific product, fund, or provider. Projections are illustrations in today’s money using real (after-inflation) growth assumptions and a 4% sustainable-withdrawal rule of thumb — they are not guarantees, and capital invested is at risk. Figures use 2026/27 UK rates and allowances: State Pension £11,973/yr, pension annual allowance £60,000, lump-sum allowance £268,275, personal allowance taper above £100,000. Benchmarks: Target Replacement Rates from the Pensions Commission (2004), earnings bands uprated per PPI / Pensions UK adequacy modelling (2025), cross-checked with the approach in DWP’s Analysis of Future Pension Incomes (2025); PLSA Retirement Living Standards (Loughborough University / Pensions UK, single person outside London, 2025/26), which assume mortgage-free homeownership. Home equity is counted in net worth but excluded from retirement income projections. Tax rules can change. Assumptions as of July 2026. For personal recommendations, consult an FCA-regulated adviser. No data is stored or transmitted — everything runs in your browser.