Savings & Investments Projections Calculator

Projection Settings

Projection Period

yrs

1yr50yrs

Inflation Rate

% p.a.

0%10%

Financial Goal (optional)

£0£1m

Compounding Frequency

Display Returns

Your Savings & Investment Pots

Name Current Balance Monthly Top-Up Return % p.a.

Additional Monthly Savings

Unallocated Monthly Savings (split equally across pots)

£0£2k/mo

Annual Increase to Contributions

% p.a.

0%15%

Projection Summary

Total Projected Value
—
all pots combined

Total Growth Earned

—

from compound interest

Real Value (Today's £)

—

inflation-adjusted

Portfolio Growth Over Time

What makes up your total projected value

Opening balances Total contributions Compound growth

Projection by Pot

Total Portfolio at Key Milestones

Combined Portfolio Breakdown

Total opening balances—

Total contributions over period—

Total amount invested—

Total growth earned—

Total projected value (nominal)—

Real value in today's money—

Blended weighted return rate—

Real rate of return—

Return Rate Scenarios

Key Insights

All projections are illustrative estimates only and do not constitute financial or investment advice. Returns are not guaranteed — the value of investments can fall as well as rise. Inflation is assumed constant throughout the projection period. Contributions are assumed to increase at the specified annual rate each year. Tax implications (income tax on interest, capital gains tax, ISA wrappers) are not modelled. The annual ISA allowance is £20,000 per person. Always seek advice from a regulated financial adviser before making investment decisions.