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£26,345.67

Total wealth

£00.00

Pension balance

£345.67

Spent this month

£27,206.00

ISA balance

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jackdaw bank

£2,345.67

07-00-07 • 67896789

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 Harry Jones Bank Transfer +£100.00
Etsy.com -£89.95
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O2 -£26.62

That new car smell

Create a new savings jar and start putting something aside for that shiny new car or a once in a lifetime holiday!

Consolidate your Pensions

Bring your pensions together into one easy-to-manage pot. Cut down on admin, reduce fees, and get more accurate forecasts.

Create a new Instant Access Savings Jar

Earn 3.60% AER (variable)
Get instant access to your money
No minimum deposit
Create multiple jars
FSCS Protected up to £85,000

Your Investments

£86,888.62 total value

Your Stocks and Shares ISA

£86,888.62 ISA balance

£000.00 • past year

Your General Investment Account

£000.00 current value

£000.00 • past year

Your Pensions

Primary Pension

£0.00 Current balance

( )

Previous’s balance

Total Pensions

£0.00 Total balance

( )

Previous’s total

Secondary Pension

£0.00 Current balance

( )

updated:

Tertiary Pension

£0.00 Current balance

( )

updated:

Your Primary Pension

£86,888.62 Current balance

( )

Previous’s balance

Retirement at

Projected value

£1,856,659.62

( )

Previous’s projected value

Projected gross income

£19,961.71

( )

Previous’s projected income

Total retirement income

Income from
£000.00
Income from other providers
£000.00
State Pension
£000.00
Total
£000.00
Income after tax
£000.00

Your projected retirement income has fallen to below 10% of your target. Now might be a good time to review your arrangements.

You’re currently on track for a Moderate lifestyle in retirement, based on monthly take-home pay of £1,911.11, in accordance with the PLSA living standards.

Explore making changes

Your target £00.00
Net income £000.00

Your total annual retirement income is falling short of your target. Use the options below to address this shortfall or make other changes to your arrangements.

Make a one-off contribution

Change your regular contributions

per month

Change your investment strategy

Stockmarket Growth Portfolio Series 1

Change your retirement age

Get advice

Speak with a professional adviser who can give you a detailed review and plan of action.

Make a one-off contribution

Change your retirement age

00

Current situation

£1,856,659.62 Target annual income

£1,856,659.62 Projected net annual income

Retirement age

Monthly contribution

While we’re happy to guide you through your financial options, including pensions, we can’t provide financial advice ourselves. Instead, we can connect you with a local, approved financial adviser who’ll review your current pension plan in detail, letting you know if you’re on track or suggesting steps to get there if you’re not.

Result of a one-off contribution of

Added to balance today

£0.00 including tax relief

At retirement at

Added to final pot
+0%
£1,250.00
Added to annual net income
+0%
£0.00
New annual net income
£0.00

Success! Your top-up is complete

Your one-off pension contribution has been successfully processed and your pension forecasts have been updated.

Result of retiring at

Net income change
+0%
£0.00
New net income
£0.00

Success! Your change has been made

You’ve changed your retirement age to and your pension forecasts have been updated.

New monthly contribution

Net income change
+0%
£0.00
New net income
£888,888.00

Success! Your change has been made

You’ve changed your monthly contribution to and your pension forecasts have been updated.

Your pension is currently invested in

Scottish Widows Stockmarket Growth Portfolio Series 3

Moving your pension pot to a new fund is not a trivial matter and should not be undertaken lightly. To discuss your options for changing your investment strategy, please call on

0345 716 6733

How we calculate your pension forecast

Our advanced calculation engine simulates 1,000 scenarios to forecast your pension pot’s final value at retirement, all in under a second. By excluding the top and bottom 5% of these scenarios, we generate a range of likely outcomes. Where these projections converge indicates the most probable outcome for your fund. This stochastic approach is far more accurate than traditional deterministic forecasting methods.

As well as a range of outcomes, the chart shows three possible values for your pension pot at retirement. The top node marks the high outcome if your portfolio performs exceptionally well, while the bottom shows the low outcome in a poor market. The middle node represents the most likely outcome, which we use to estimate your retirement income based on current annuity rates and your life expectancy.

Your past pension performance

Scottish Widows Stockmarket Growth Portfolio Series 3

These figures indicate the value of your Primary Pension pension fund only. The chart illustrates how the value of your fund has changed over the past week, reflecting the performance of the investments it holds, as well as your monthly contribution of 100 and the fees charged by your primary pension provider.

Your Stocks and Shares ISA

£86,888.62 ISA balance

placeholder page – ISA details will appear here - topping up etc.

Your General Investment Account

£000.00 current value

placeholder page – Investment details will appear here - topping up etc.

Why consolidate your pensions?

Trying to remember where all your pensions are, and how much they’re worth, can be confusing.

That’s why bringing them together at your primary pension could help to make life easier.

Some common reasons for a transfer are:

Everything in one place

Moving all your pensions into one place makes it easier for you to manage and update.

Free to transfer

We won’t charge you for transferring to us.

Plan your future

See how much you’re paying in, the current value and if you’re on target to reach your retirement goals.

Our service doesn’t include advice. We’ll give you information, but we won’t advise you what to do.

If you’d like to find out more about pension transfers, get in touch today. Call on

0345 608 0380