Make your own retirement income cashflow model, stress test and capacity for loss on Excel.

Make your own retirement income cashflow model, stress test and capacity for loss on Excel.

If you're looking to work with a Financial Planner for financial advice and determine if we would be a good fit for you, contact us today:

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Spreadsheet used in demonstration added to Dropbox below:

https://www.dropbox.com/t/3u528ztkRVF...

Please note:

The information provided is based on the current understanding of the relevant legislation and regulations and may be subject to alteration as a result of changes in legislation or practice. Also it may not reflect the options available under a specific product which may not be as wide as legislations and regulations allow.

All references to taxation are based on my understanding of current taxation law and practice and may be affected by future changes in legislation and the individual circumstances.

This channel is for information and education purposes only. Any information or guidance given does not act as financial advice. Please consult a financial adviser if you are unsure in anyway.

Keep in mind that the value of your investments can go down as well as up, so you could get back less than you invest.

#pension #retirementplanning #financialplanninguk