Retirement Planner — Ian & Michelle

DB offline — using defaults
Ian — Year 1 Net Monthly
after tax
Michelle — Year 1 Net Monthly
after tax
Joint Net Monthly
combined household
Annual Projection Table
Monthly figures shown · 🟡 = TFC phase · 💛 = State Pension starts
Year Ian PP Fund M PP Fund Ian PP /mo Ian SHG /mo M PP /mo Ian SMBC /mo M SMBC /mo Ian SP /mo M SP /mo Ian Net /mo M Net /mo Joint Net /mo
Click Recalculate to generate projection

Pension Fund Values Over Time

Growth less drawdown income · left axis = £ value

Income Breakdown

Annual income by source