📊 Net worth

Net worth is your dashboard: headline net worth today and at retirement, and how your wealth grows and is made up over your lifetime. Your goals have their own tab beside it, and the risk in your investments opens the Risk tab.

What the walkthrough covers

The Overview is your dashboard. You don't enter anything here: instead it summarises your whole plan once you've filled in your details. At the top you'll see your net worth today and your projected net worth at retirement. Below that, a checklist guides you through the four things every plan needs: your income, your assets, your retirement spending, and your retirement age. As you complete each one in the Your Facts tab, the checklist ticks it off. Further down you'll see how your wealth is split between pensions, savings, and property, and an overall risk rating for your investments. Think of the Overview as the answer page: every other tab feeds into it.