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Pension analysis tooling
HeyYeah
Posts: 76 Forumite
Hi - I’m sure this has been asked before, but since it’s a fast moving area, can anyone point me to a useful portfolio analysis tool? I’m interested in predictions based on different income scenarios, risk assessment, tax planning.
I’ve used and I like Guiide and I have a complex spreadsheet, however if there is anything that is a bit more professional that would be great I.e. what tools would an IFA use?
I’ve used and I like Guiide and I have a complex spreadsheet, however if there is anything that is a bit more professional that would be great I.e. what tools would an IFA use?
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Home (planwithvoyant.com)
Empowering Financial Advisers and Financial Planning Firms | Timeline
These are the two common ones IFA use, but hey aren't cheap, you used to get a free unlimited single client account for timeline but thats gone. I think voyant gives you a 30 day trial
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This is good (or seems to be), I manged to get it to model my mix of DB, SIPP, AVCs and ISA kicking in at different times. Also does a stress test for various scenarios. The FT recommended if in one of their personal finances pageshttps://www.guiide.co.uk/
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