MyRetirementHelper
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MyRetirementHelper
Near or at retirement? See where you stand.
Not financial advice
MyPayPicture

Near or at retirement?
Let’s see where you stand.

State Pension, drawdown, sustainability and what income you can expect.

1Income
2Full Picture
3Drawdown
4Tax & Income
5Sustainability
Your retirement income

Tell us about your income sources and pot size. We'll build a clear picture of your retirement finances.

You need 35 years for the full State Pension. Check via your personal tax account on gov.uk.

Yes, I receive it
Not yet / before retirement
£

The full new State Pension is £11,502/year (2024/25). Enter your actual amount if different.


£

Total value of your defined contribution pension(s).

£

Leave blank if you don't have one.

£

Rental income, part-time work, savings interest etc.

£

How much you want to spend per year in retirement.

Based on Retirement Living Standards 2025/26 research by Loughborough University. Select a standard to pre-fill your spending target, or enter your own above.

Minimum
£13,400
Covers all basic needs with some left over for fun
Moderate
£31,700
More financial security and flexibility
Comfortable
£43,900
More financial freedom and some luxuries
What's included in each standard? ▾
One-person household (2025/26)
Minimum — basic needs + some fun£13,400/yr
Moderate — overseas holiday, car, eating out£31,700/yr
Comfortable — 4★ holidays, more flexibility£43,900/yr
Two-person household (2025/26)
Minimum£21,600/yr
Moderate£43,900/yr
Comfortable£60,600/yr
Figures assume you own your home with no mortgage. Does not include income tax on pension withdrawals. Source: Retirement Living Standards 2025/26, Loughborough University / Pensions UK.
Your retirement income picture

Here's a clear view of all your income sources and how they compare to your spending target.

Drawdown vs annuity

Two ways to turn your pension pot into income. Neither is right for everyone — here's what matters for your situation.

£
3% 5.0% 8%

Typical rates for a 65-year-old are currently around 5–6%. Rates vary by age, health, and provider.


What are you leaning towards?

Select an option and we'll show you the practical next steps to implement it.

🔒
Annuity
I want guaranteed income for life
📊
Drawdown
I want flexibility and control
⚖️
Both
Security for essentials, flexibility for the rest
Tax-efficient withdrawals

How you take money from your pension matters. This shows the tax picture for different withdrawal levels.

£0 £15,000/yr £80,000

The 25% tax-free lump sum

Up to 25% of your pension pot can be taken tax-free (capped at £268,275 lifetime). You don\'t have to take it all at once — with flexi-access drawdown, 25% of each withdrawal can be tax-free, with the rest taxed as income.

How long will your money last?

Model your pot with different spending phases, one-off events, inflation, and care costs. All figures are illustrative.

£

Your default spending from the pot before any adjustments below.

%

Typical balanced portfolio: 3–5%.

📈
Inflation adjustment
Increase withdrawals each year to maintain purchasing power
+ Add
🗓️
Spending phases
Different spending levels at different life stages
+ Add
One-off events
Large expenses or windfalls at specific ages
+ Add
🏥
Care cost modelling
Model the potential impact of later-life care needs
+ Add

Important caveats

These projections use simplified assumptions. Investment returns vary year to year, inflation fluctuates, and life is unpredictable. Use this as a directional guide, not a plan. Review regularly with a financial adviser.

📄 Download your personalised PDF report A branded summary of your results to take to an adviser or share with a partner.
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Ask MyPayPicture Assistant
MyPayPicture Assistant
General information only · Not financial advice
Is my pot big enough?
Drawdown or annuity?
How long will my money last?
What is the State Pension worth?