Print includes your current ticks. The text download is blank, with space for dates, sources and open questions.
Keep uncertainty visible
A pot value and an annual income are different kinds of figure. Keep their units and dates alongside them. A forecast has assumptions; an unresolved record still needs a reply. Completing this list is preparation for a conversation.
A planning worksheet, not a retirement forecast or a decision to retire. Ticks do not confirm eligibility, affordability or an appropriate withdrawal, contribution or transfer. General information, not financial advice.
Explore the retirement income illustration to see how chosen assumptions change one hypothetical pot. It is not a forecast of your income or a recommended withdrawal rate.