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STEP 8 OF 9

What-If
Scenarios

Test different strategies side by side — retire earlier, save more, downsize, or change your investment approach — and compare the outcomes.

Explore your options
1

Create
Scenarios

Clone your base plan and tweak variables — retirement age, savings rate, growth assumptions, or major expenses.

  • Clone from base plan
  • Adjust any variable
  • Name each scenario
Scenarios
Base Plan
Retire at 60 · Current savings rate
87%
Early Retirement
Retire at 55 · Reduce spending
72%
Max Savings
Retire at 60 · Increase pension by £500/mo
94%
New Scenario
2

Side-by-Side
Comparison

Compare scenarios visually — see how each one affects your net worth, retirement income, and probability of success.

  • Overlay charts
  • Key metric comparison
  • Winner highlighted
Compare Scenarios
Success Probability
87%
Base Plan
72%
Early Retire
94%
Max Savings ★
Net Worth at Age 80
Base£680K
Early£320K
Max Savings£1.1M
3

Stress
Testing

Test your plan against market crashes, high inflation, or unexpected expenses to see how resilient it really is.

  • Market crash simulation
  • High inflation scenario
  • Capacity for loss analysis
Stress Tests
📉 2008-Style Crash
-40% market drop at start of retirement
Plan survives? Yes — with adjustments
📈 High Inflation (5%)
Sustained high inflation for 10 years
Plan survives? Yes

Strategies Tested

You've explored different scenarios. Head to Step 9 to generate professional reports for your clients.