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MoneyFlowWEALTH & PENSIONS
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 flow
Pensions & investments
Combined estimate · two pots
≈ £48,220
B
Beacon PensionGlobal · MSCI ACWI
£41,280
W
WorkplaceDeveloped · World
£6,940
ANCHORED 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 spend
KEEP EXPLORING

Bring it back to the everyday.

A clear view of your real transactions and category budgets.