The Overview is your dashboard: headline net worth, projected wealth at retirement, whether the plan is on track, and how your wealth is composed. For Alex it shows a net worth today of about £1.29m growing over time, broken into pensions, savings and investments, and property equity. Every other tab drills into one part of this picture.
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.