Releases & Feature Roadmap

Calculations

  • Tax Free Allowance (25%)

  • Save functionality for drivers

  • Post Tax & NI Calculations

  • Pre/Post Tax Estimates

  • Increase investments by X% driver annually

  • £ contribution option to Defined Benefit Pension

Reporting & Insights

  • Millionaire marker KPI

  • Est Days/Week to Fire KPI

Education & Support

  • Input Tooltips

  • FAQ's Section

  • Video Tutorial

New Features/Modules

  • LISA Planning

  • BRIT ISA Planning

  • Cash Planning

  • Bond Planning

  • Premium Bond Planning

  • Property Income

  • Mortgage Burndown

  • One Off Inheritance Additions

  • One Off Spending Deductions

  • Income Adjustments

Future Planned Features

Delivered Releases

Patch 9.0.1 | 2024.12 - March 2024

  • Fix to export data functionality

Version 9.0.0 | 2024.12 - March 2024

  • Roadmap Navigation Menu

  • Improved “Assumptions Cockpit” with:

    • Better Scorecard Report

    • Cleaner, Colour Coded Input Forms

    • Optional Asset On/Off to allow for quick snapshot simulations

  • Report Summary View

  • Improved Timeline Visualization

  • Tile Format Improvements: Sizing/Visual Effects

  • Image Export for Social Sharing for all key KPIs

  • Data Table export to CSV

Version 8.0.0 | 2024.11 - February 2024

  • Income vs Target variance Chart

  • Indicator Not Changing for State Pension Age BUG FIX

  • Option to Link Defined Benefit Pension to Inflation

  • Custom Access Age for Defined Benefit Pension

  • Ability to have fixed yearly withdrawal from ISA

  • Tile "Facelift"

  • Cleaner Headers for each Phase Section

  • Updated My Story Section highlighting the calculation enhancements

Version 7.0.0 | 2024.10 - February 2024

  • Added summarised scorecard report

  • Additional indicators feature to highlight out of average/out of current legal frame work assumptions

  • Relaxed limits on age ranges (now highlighted in the indicators feature if these are outside of normal/governmental limits.

  • Doubled ISA limit to allow for "couple simulation" i.e. 2 people maxing out their contributions.

Patch 6.1.2 | 2024.09 - February 2024

  • My Story Output Fixes

Patch 6.1.1 | 2024.08 - February 2024

  • Fix My Story Wage Growth % Formatting

  • Fix Transposed DB & DC Pension Report KPIs

Version 6.0 | 2024.07 - January 2024

  • Variable Drawdown % by investment pot.

  • GIA Investment Simulations.

  • Pay rise Estimation % Driver.

  • Inflation Simulations applied to all assets.

  • State Pension Functionality.

  • Visualisations for Income, Assets and Contributions.

  • Timeline Report

  • Additional Income Phase Reports & Key KPIs

  • Inheritance Planning KPIs

  • "My Story" Summary Output for social media - i.e. Reddit Sharing.

  • Dynamic Data Table report.

  • Improved Mobile Layout.

Patch 5.1.1 | 2024.06 - January 2024

  • Defined benefit contribution corrected on monthly pension income

Version 5.1 | 2024.05 - January 2024

  • Combined variance income tiles into income tiles

  • Final Salary Pension income input & income tile impact

  • Tooltips for KPI tiles

Thanks to the following reddit users for their feedback:

  • Fradge26

  • the_merkin

  • Fine-Hornet-9403

  • Baz_EP

  • iM_ReZneK

  • Upstairs-Hedgehog575

  • DistinctAverage8094

  • SupportPrivacy88

  • Best_Unknown_Niche

  • zubeye

  • becomefakesalad

  • iluvtsumtsum

  • Adorable_Month3677

Version 4.0 | 2024.04 - January 2024

  • FIRE at current age now available

  • Input interface updated

  • Mobile Support Improvements

Version 3.0 | 2024.03 - January 2024

  • UX Updates & Site "Facelift"

Version 2.0 | 2024.02 - January 2024

  • Manual Input Interface for greater detail

  • Removed Sliders

  • ISA/Investment Pot Forecasting

  • Mobile Optimised UX

  • Cross-Browser Testing (Chrome/Edge/Firefox)

  • Improved KPI Visualisations

  • Visualise "FIRE" Income & Full "Pension Age" Income separately

  • Wage Increase Assumptions for Salary

  • Removed Restrictions on Values

  • Allowance for Early Pension Access Age (55 for Protected Pension Pots)

Thanks to the following reddit users for their feedback:

  • mr_r1cardo9

  • EpponeeRae

  • j41tch

  • Bellabobies

  • Whatevers2011

  • kindredcnch

  • Jorthax

  • Natrapx

  • Afternoon-Own

  • Skanderbeg

  • NandoCa1rissian

Version 1.0 | 2024.01 - January 2024

  • Salary Sacrifice Bonus Contribution

  • Target Annual Retirement Age

Build Progress Pics