WEALTH & PENSIONS
Your next chapter.
And the bigger picture.
Pension estimates, savings goals and contract income. Bring the future into view without confusing a forecast with money you can spend.
Find your flowPensions & investments
Combined estimate · two pots≈ £48,220
B
Beacon PensionGlobal · MSCI ACWI
£41,280W
WorkplaceDeveloped · World
£6,940ANCHORED TO YOUR PROVIDER
An estimate that moves with the market.
Enter your actual provider value as a starting point. MoneyFlow uses the relevant index to estimate how your pot moves between updates. Re-enter the provider value to reset any drift.
An estimate is not a provider valuation. Contributions, fees and a fund’s differences from its index can affect the gap.
Explore an index movement
Starting pot£41,280
Index change+2%
Estimated value£42,105.60
A PLAN FOR WHAT COMES NEXT
Keep your ambitions and your income in view.
Japan, a little closer.
£2,450 saved towards a £4,000 goal. See what eight monthly contributions could add.
After eight months£4,050
Goal within reach
Earned. Not yet received.
Contract income belongs in your forecast until the payment actually lands.
Expected income£1,200
Excluded from safe to spendKEEP EXPLORING
Bring it back to the everyday.
A clear view of your real transactions and category budgets.