Personal Assistant

Pension Dashboard

Pots, contributions, and projections.

Total DC Pot
Monthly Contributions
Employee + Employer (effective)
Guaranteed Income
DB + State (today's terms)
Strategy
Primary / Selected scenario
Scenario
Adjust and project
Scenario
Current age
Projection start age
Retirement age
Empty pot age
Contribution delta (£/month)
Extra DC contribution
Target net income (£/yr)
Projection
Defined Contributions pot over age
Pension Income
Net vs gross vs target
Pot empty age
Tax Breakdown
Net + Tax = Gross. Dashed line = target net for that year.
Pension Brief
Defined Contribution Pots
Provider, policy, value, contributions, fee
Provider
Policy
Value
Contrib/mo
Fee
Notes