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Pricing And Features

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GuestBasicStandardPremium1
Free
Lets you get started right away without having to sign up until you want to save your work for later.
Free
The best way to get started in earnest. Create a plan, generate and optimise a strategy, analyse the results, and save your work for later.
£9.99 /year
(Less than 84p/month)
All basic features, plus the ability to manually edit your generated strategy, and to view a numerical analysis of each scenario.
£47.88 /year
(Equals £3.99/month)
All standard features, plus much more including multiple plans, granular optimisation, and unlimited reports.
Create plans
Create plans✔ 1 plan✔ 1 plan✔ 1 plan✔ Unlimited plans
 Add up to two plan members
Add up to two plan members
 Specify attitudes to risk, legacy, etc.
Specify attitudes to risk, legacy, etc.
 Enter property values
Enter property values
 Enter state pension
Enter state pension
 Modify pension lifetime allowances
Modify pension lifetime allowances
 Enter annuities & defined benefit pensions
Enter annuities & defined benefit pensions
 Enter employments
Enter employments
 Enter self-employments
Enter self-employments
 Enter any other income
Enter any other income
 Enter asset values
Enter asset values
 Enter debts
Enter debts
 Enter life insurance policies
Enter life insurance policies
 Enter anticipated inheritance(s)
Enter anticipated inheritance(s)
 Enter present and future spending
Enter present and future spending
 Modify plan details
Modify plan details
 Modify financial assumptions
Modify financial assumptions
 Save plan for later
Save plan for later
 Optionally share plan with another user
Optionally share plan with another user
 Generate optimised strategy
Generate optimised strategy2 credits at sign-up2existing credits as at upgrade/extension25 credits added at upgrade/extension2
 Monte Carlo simulation
Monte Carlo simulation
 View detailed results of strategy
View detailed results of strategy
 Sensitivity analysis
Sensitivity analysis✔ Up to 2✔ Up to 2✔ Unlimited
 Survival analysis
Survival analysis✔ Up to 2✔ Up to 2✔ Unlimited
 Scenarios: charts
Scenarios: charts
 Scenarios: underlying numerical analysis
Scenarios: underlying numerical analysis
 Manually edit strategy
Manually edit strategy
 Download full plan report
Download full plan report
 Access plans shared with you
Access plans shared with you
 Make duplicate copies of your plans
Make duplicate copies of your own plans
 Transfer plan to another user
Transfer plan to another user
 Modify default planning assumptions
Modify default planning assumptions
 Lock strategy setting(s) before optimising
Lock strategy setting(s) before optimising
 Prioritised access to fastest processing
Prioritised access to fastest processing

1If you already have a standard subscription, you'll receive a discount to your premium upgrade equal to the value of any unused standard subscription, less a handling charge of up to £0.99 (the total price is capped at the standard premium price).

2You can top up your optimisation credits as follows:

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