What's your client's goal?
Set Timeframe
 
Initial Lump Sum
 
Monthly Contribution
 

Example growth of a £10,000 investment over the past 25 years

Set Timeframe
 
Initial Lump Sum
 

Yields from different asset classes over the past 25 years

Asset Class Growth Return Annualised Volatility
10% 10%
10% 10%
10% 10%
10% 10%
10% 10%
10%
10%
10%
10%
10%