Create detailed, compliant pension illustrations for your clients — covering growth projections, charges analysis, and benefit crystallisation scenarios. No spreadsheets, no hassle.
No credit card required · Set up in under a minute
3 growth
FCA scenarios
PDF & Excel
Export formats
6 scenario
Types supported
100%
Consumer Duty ready
Built specifically for financial advisers managing SIPP clients.
Low, medium and high growth scenarios using FCA prescribed rates, instantly calculated.
Full breakdown of SIPP, platform, TER and adviser fees — and their long-term impact.
Professional, FCA-compliant illustration reports ready to share with clients in seconds.
Built to meet Consumer Duty obligations with all required disclosures and risk warnings.
All illustrations are saved to your account so you can revisit, edit or re-export anytime.
Onboarding, benefits crystallisation, FAD, UFPLS and PCLS — all scenario types covered.
From sign-up to client-ready report in four simple steps.
Sign up in under a minute — no credit card needed.
Input the pension data and select the scenario type.
Get instant growth projections, charges analysis and warnings.
Download a branded PDF or Excel report to share with your client.
Create your free account and produce your first illustration today — no setup, no waiting.
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