Retirement Planning

Visualise your financial future and get personalised insights to maximise your retirement income and ensures you stay on track with your goals.

Get my wealth score

WealthCircle retirement plan dashboard showing a retirement score and the Am I on Track? projection

Understand your retirement plan

WealthCircle empowers you to confidently navigate the complexities of retirement planning, ensuring a secure financial future when you choose to retire. Our comprehensive tool addresses all your retirement-related questions, guiding you through the process and helping you make well-informed decisions for a comfortable life ahead.

Am I on Track?

See if your money can support the life you want in retirement. You get a retirement score, your yearly shortfall, the age borrowing begins and the return your savings need.

Get my wealth score

What can I spend?

Find out how much you can spend each year in retirement. See how this changes with how much you want to leave behind at 95.

Get my wealth score

Which savings should you spend first?

See which drawdown strategy lets you keep the most or spend the most based on your preference.

Get my wealth score

Retirement funding chart showing which savings pay for each year

How will I fund my retirement?

See which savings pay for each year of your retirement. Find out the age your money lasts until and the legacy you leave.

Get my wealth score

Plan controls for retirement age and spending with the updated net worth and legacy

What can I change today?

Change your retirement age and spending to see how your plan responds. Your net worth at retirement and your legacy update as you go.

Get my wealth score

Earliest retirement age panel with a wealth projection

How early can I retire?

Find the earliest age you can retire based on your spending and what you want to preserve. See how your wealth builds until then.

Get my wealth score

Goals table showing how much of each goal is funded

Can I fund my goals?

See if your plan has room for goals beyond retirement, like buying a second house, education or travel. Track how much of each goal is funded.

Get my wealth score

Still have questions?

Ask WealthCircle

Ask your personal wealth intelligence assistant

When can I retire comfortably?What are the benefits of a 401(k)?How can I plan for healthcare costs in retirement?What role does Social Security play in retirement?When can I retire comfortably?What are the benefits of a 401(k)?How can I plan for healthcare costs in retirement?What role does Social Security play in retirement?When can I retire comfortably?What are the benefits of a 401(k)?How can I plan for healthcare costs in retirement?What role does Social Security play in retirement?When can I retire comfortably?What are the benefits of a 401(k)?How can I plan for healthcare costs in retirement?What role does Social Security play in retirement?When can I retire comfortably?What are the benefits of a 401(k)?How can I plan for healthcare costs in retirement?What role does Social Security play in retirement?When can I retire comfortably?What are the benefits of a 401(k)?How can I plan for healthcare costs in retirement?What role does Social Security play in retirement?

How much retirement is in ISA?How do I increase my savings rate?What is the impact of inflation on my retirement savings?How much retirement is in ISA?How do I increase my savings rate?What is the impact of inflation on my retirement savings?How much retirement is in ISA?How do I increase my savings rate?What is the impact of inflation on my retirement savings?How much retirement is in ISA?How do I increase my savings rate?What is the impact of inflation on my retirement savings?How much retirement is in ISA?How do I increase my savings rate?What is the impact of inflation on my retirement savings?How much retirement is in ISA?How do I increase my savings rate?What is the impact of inflation on my retirement savings?

Why is my retirement score low?How can I consider to increase my retirement income?What would be the best withdrawal strategy?Why is my retirement score low?How can I consider to increase my retirement income?What would be the best withdrawal strategy?Why is my retirement score low?How can I consider to increase my retirement income?What would be the best withdrawal strategy?Why is my retirement score low?How can I consider to increase my retirement income?What would be the best withdrawal strategy?Why is my retirement score low?How can I consider to increase my retirement income?What would be the best withdrawal strategy?Why is my retirement score low?How can I consider to increase my retirement income?What would be the best withdrawal strategy?

Ask WealthCircle

Get a complete view of your journey ahead

Analyse your wealth in under 5 minutes

Get my wealth score

Bank level data protection
Read-only access