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🎯 David & Rachel’s Retirement Income Plan

The Base plan brings retirement forward from 62 to 60 while still supporting about £64,000/year of retirement spending.

On track

Figures from 30 Jul

You’re on track: the base model supports around the £64,000 target, with the mortgage clearing as you retire at 60.

Calculating from your current plan…

Ahead of approximately 80% of UK adults around your age.

Your money timeline

30 Jul 2026

Total Assets

Total Assets

£2,104,000

Total Debt

Total Debt

£88,000

DDavid & Rachel
RRachel
OOliver

Your priorities for July

Incomings and outgoings over time

£0£40k£80k£120k£160k£200k
FY26/27
55
FY31/32
60
FY36/37
65
FY41/42
70
FY46/47
75
FY51/52
80
FY56/57
85