Excelergy
UK retirement modelling

Plan your pension, ISA and drawdown scenarios

Model retirement income with clearer UK tax, National Insurance, inflation and investment assumptions — all in one workspace.

Open Report

Comprehensive modelling

Pension, ISA, state pension and drawdown planning in one model.

Clear UK tax view

See income tax, NI and personal allowance effects year by year.

Scenario analysis

Compare different assumptions, events and drawdown strategies.

Detailed reports

Open a full year-by-year ledger and performance summary.

Pension

Uncrystallised

£0
Pension

Crystallised

£0
ISA

Cash ISA

£0
ISA

Stocks ISA

£0
Cashflow

Current Acc

£0

Projection

Year-by-year ledger

Report view
Age Salary net State gross Pension gross Pension net ISA draw Total net Monthly net Income tax NI Auto-Crystallised UnCrystallised Crystallised Cash ISA Stocks ISA Current Acc Spend target Shortfall