Understanding your plan insights

Summary

• The Insights tab automatically generates personalised observations about your plan — no setup required.
• Covers things like overall plan confidence, shortfall risk, how much of your spending is covered by guaranteed income, and how close you are to a higher tax band.
• Insights update automatically whenever you change your plan or run a new simulation.

What the insights cover

The Insights tab reads your current plan and simulation results to surface personalised observations — for example, an assessment of your overall plan confidence, a warning if there's a median age at which your money is projected to run out in failing scenarios, how much of your retirement spending is covered by guaranteed income versus your portfolio, and a note if your income is close to crossing into a higher tax band. Insights are generated automatically and update whenever you change your plan or run a new simulation — there's nothing to configure.

Frequently asked questions

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