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Pension Accumulation & Drawdown Planner

Multi-Pot Accumulation • Dual UK/US Tax Treatment • 0–25% Lump Sum • State Pension / Social Security • Gap Solver

Important Disclaimer: This dashboard is provided for illustrative and educational purposes only and does not constitute professional financial, tax, or investment advice. Calculations are based on simplified deterministic assumptions and may contain errors. Always consult a certified financial planner or tax professional before making any financial decisions.

Projected Pot at Age 65
£0
Tax-Free Cash (25%): -£0
Residual Drawdown Pot: £0
Primary + Other Pots Breakdown
Residual Pot Longevity
Age 90+

Pot outlasts your target modelling age.

Final Balance at 90: £0
Contribution Gap Solver Auto-Solve
+£0 / mo
(0.0% of salary)

Target Gross Pot needed for Age 90: £0

State Pension Offset @ 67
£0 / yr
Required Income @ 67: £0
Net Private Drawdown: £0
Reduces private pot strain by 0%

Full Lifecycle Pension Pot Trajectory

Combined Primary + Other Pots vs. Target Sustainable Trajectory (£)

Compounded Monthly

Retirement Drawdown & State Pension Breakdown

Inflation-adjusted spending power: Private Pot vs. State Pension / Social Security vs. Shortfall

Inflation-Adjusted (£/yr)

Year-by-Year Lifecycle Schedule

Complete breakdown of primary plan, other separate accounts, lump sum, and drawdown

Accumulation Drawdown
Age Phase Salary (£) Start Pot (£) Primary Contrib (£) Other Contrib (£) Growth (£) Tax-Free Cash Req. Income State Pension Pot Drawdown End Pot (£)