Accounts

Opening balances at the start of your plan
Total opening
£1,630,000

Balances at a glance

Household cash
£250,000
P1 SIPP
£850,000
P2 SIPP
£530,000
Total
£1,630,000

Record what you hold today before the projection runs. These values are the opening balances for year one of your plan.

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Opening balances

Amounts in today's pounds at the plan start year.

Coming later

This page will become a full account setup for all wealth you accumulate. For now only the balances above are used by the model.

  • Cash
  • Cash ISA
  • Shares ISA
  • Shares — Non-ISA
  • Other savings
  • Pension pots / SIPP / workplace pension