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🎯 David & Rachel’s Retirement Income Plan

Your priorities for October

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Net worth over lifetime

−£500k£0£2.5M£5.0M
FY26/27
55
FY30/31
59
FY35/36
64
FY41/42
70
FY46/47
75
FY51/52
80
FY56/57
85
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Your money timeline

05 Oct 2026

Total Assets

Total Assets

£2,104,000

Total Debt

Total Debt

£88,000

DDavid & Rachel
RRachel
OOliver

Incomings and outgoings over time

£0£67k£133k£200k
FY26/27
55
FY31/32
60
FY36/37
65
FY41/42
70
FY46/47
75
FY51/52
80
FY56/57
85
Explore the full model

Calculating from your current plan…

Ahead of approximately 80% of UK adults around your age.

On track

Figures from 5 Oct

You’re on track: the base model supports around the £64,000 target, with the mortgage clearing as you retire at 60.