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Need Retirement Planning Software

The Quicken website use to have retirement financial planning software that let you plug in various scenarios that gave printouts with graphs and yearly financial figures for income, expenses, and portfolio value. And that was great! However their site no longer has this option.

I was going to purchase Quicken's newest Deluxe software package, but I read some reviews that say the retirement planning software isn't very good. Now I'm at a loss as what software will give me allow me to plot the items I mentioned above.

Do you have any suggestions?

Comments

  • dunstonh
    dunstonh Posts: 121,246 Forumite
    Part of the Furniture 10,000 Posts Name Dropper Combo Breaker
    my software costs over £150 pm. Don't think you want that ;)

    I havent seen Quickens options but MS Money is pretty simplistic as well.

    I wonder if they pulled it because of the move to SMPI basis projections and projection rates required to reflect the asset mix of the funds rather than the traditional 5,7 & 9%? The website/software would need to know the asset mix of your pension portfolio and what rates to use for that asset class to allow FSA compliant projections. Its just a guess as we are in an interim period that allows both methods but that can't be for too much longer.
    I am an Independent Financial Adviser (IFA). The comments I make are just my opinion and are for discussion purposes only. They are not financial advice and you should not treat them as such. If you feel an area discussed may be relevant to you, then please seek advice from an Independent Financial Adviser local to you.
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