Pricing And Features

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Guest Basic Standard Premium1
Free
Lets you get started right away without signing up till you're ready to generate your strategy or 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, partial 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 strategy 2 credits at sign-up2 Existing credits as at upgrade/extension2 5 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
  Ads-free experience
Ads-free experience
  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
  Prioritised access to fastest processing
Download API Guide for integration using REST

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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