Preview release. Free to use and in active development — provided as-is with no guarantees. Always verify every figure yourself; any decisions you make are yours and yours alone.
UK retirement & family wealth planning

Understand your retirement — before you're in it

ThreeScoreAndOn maps your pensions, ISAs, property and State Pension across your whole retirement, then stress-tests the plan against real market history. Built around UK rules, with every figure sourced so you can check our working.

Free while in preview · sign up in under a minute · a planning tool, not regulated advice — verify everything yourself.
Your plan looks adequate — your pot outlives the plan, with the State Pension carrying you for life.
Your plan at a glance
🗓️When you retireBoth at 60, together in 2031
💷Income target£43,900/yr take-home, rising with inflation
🛡️Guaranteed floor£24,800 → £38,400/yr — covers essentials for life
How long it lastsPot lasts beyond 100 — never runs dry
Built around UK rules State Pension SIPP & workplace pensions ISAs Buy-to-let property Inheritance Tax
The approach to three score

The years before sixty decide the years beyond it. Shape them.

Somewhere in your forties or fifties, the question quietly changes. For years the goal was simply to keep going — earn, save, pay down the mortgage, pay into the pension you barely think about. Then, without any announcement, a different question moves in: where is all this actually heading?

That question is a gift, because it arrives while there's still time to answer it well. The years on the approach to three score — sixty — are the ones that decide what the years beyond it feel like. They're when scattered pots can be gathered into one picture, when a choice made on purpose still has a decade or two to compound, and when "I hope it works out" can become "I've seen that it does."

The pivot at sixty isn't a moment you arrive at and hope for the best. It's something you build towards — deliberately, in the years before.

The approach

Gather & guide

The years heading towards sixty. Pull the scattered pieces together, see the whole picture for the first time, and start guiding your path while your choices still have time to work.

Three score

The pivot

Sixty — the turn from building to living on it. Because you prepared for it, it's a step you take with confidence, not a cliff you reach with crossed fingers.

And on

Live it, and leave it

The decades that are yours. Income that lasts, tax kept fair, and a legacy shaped on purpose — not left to chance.

Guide your own path

Understanding your own money is a skill, not a secret. We give you the same engine a planner would use — in plain English — so you can explore the choices yourself and steer with intent. Choose to see an adviser too, and you'll walk in knowing exactly what to ask.

Gather it together

You can't steer what you can't see. One picture: every pot, every property, every year from now to a hundred. Scattered becomes whole — early enough to act on it.

Make the choices count

A decision made at fifty has fifteen years to compound; the same decision at sixty-five has none. See what each choice does across your whole future, while there's still time for it to matter.

The numbers nobody shows you

What does retirement actually pay?

Before you can plan for the retirement you want, it helps to know what most people retire on today — and how far it really stretches.

Full new State Pension
£12,5481
A year, 2026/27 — about £241 a week, and only with 35 qualifying NI years. A foundation, not a finished plan.
Typical single pensioner
~£17–19k2
Median income a year after housing costs. The mean sits lower still, around £14,700 — a sign of how uneven retirement income is.
Typical pensioner couple
~£28–31k2
Median household income a year after housing costs. Shared costs go further — but it is still well below average working pay.

Most retire on far less than they earned

The average UK full-time worker earns about £38,100 a year.3 Most pensioners live on well under half of that. Across all sources combined, the average pensioner family receives roughly £689 a week in gross income — and around 70% of pensioners draw on a private or workplace pension on top of the State Pension to get there.2

The averages hide a wide gap

"Average" is a comfortable word that hides an uncomfortable spread. The poorest fifth of pensioners live on under £12,000 a year, while the richest fifth draw several times more — the difference is almost entirely down to private and workplace pensions built up during working life.4 Where you land in that range is decided largely in the years before you stop working.

What a comfortable retirement costs

Independent research for the Pensions & Lifetime Savings Association sets out what three lifestyles actually cost each year, after tax and excluding housing: a Minimum of £13,400 for one person (£21,600 for a couple), a Moderate £31,700 (£43,900), and a Comfortable £43,900 (£60,600).5 Set against the typical pensioner income above, a comfortable retirement is a stretch most people have to plan for deliberately — it rarely happens by default.

What the default actually delivers

Since 2012, most employees are automatically enrolled into a workplace pension at a minimum of 8% of qualifying earnings — 5% from you (including tax relief), 3% from your employer.6 On the median full-time salary of about £39,000, that's roughly £218 a month going into a pension — and for many people it's the only retirement saving they do.

Left to run for a full working life (age 22 to 68) at a middle real-return assumption, that minimum builds a pot of around £250,000 in today's money. Drawn at about 4% a year, that's roughly £10,000 a year — and with the full new State Pension of £12,548 on top, a single person lands near £22,500 a year. That clears the Minimum standard comfortably, but sits well short of Moderate (£31,700), let alone Comfortable. And that's the optimistic version: it assumes 46 unbroken years on the median wage, with no career gaps, lower-paid spells, or time below the earnings trigger — so most people's default-only pot ends up smaller still.

The State Pension alone falls below even the Minimum standard. It was never meant to be your whole retirement income — it is the floor you build on. The question worth answering early is simple: what will your years beyond sixty actually pay, and is that the life you want?
Deep dive · interactive research
How much has the State Pension really grown? 1975–2026
Fifty years of the basic State Pension in today's money, the new flat-rate system versus the old two-tier one it replaced, and why so many who paid in never reached the top rate — charted from official ONS and DWP data. Explore the data →
Deep dive · interactive research
Who actually runs your pension money? The 2026 landscape
The big workplace providers and SIPP platforms, the funds your money most likely sits in and how they've performed, and what the Pension Schemes Act 2026 changes for you. See the landscape →
Deep dive · interactive research
Inheritance tax is changing — what it means, and how to pass wealth on
Frozen thresholds to 2031, pensions pulled into the estate from April 2027, and the £5.5–7tn "great wealth transfer" — then the gifting toolkit that remains: PETs, the 7-year rule, taper relief and gifts from income. See what's changing →

ThreeScoreAndOn exists to help you see that answer for yourself — mapping your pensions, ISAs, property and State Pension across your whole retirement, so the numbers above become your numbers, not someone else's average.

Stop guessing where you land. See your number.
Put in your real pensions, ISAs and property and find out — in a few minutes — whether your money lasts as long as you do. Free, no sign-up to start.

Figures are drawn from official UK government and independent research sources (below) and are provided for general information and education. ThreeScoreAndOn is a planning and education tool, not financial advice.

Sources

  1. State Pension rates 2026/27 — GOV.UK: The new State Pension.
  2. Pensioner income levels and sources — DWP Pensioners' Incomes Series and GOV.UK pensioner income data (3 years to March 2024).
  3. Average full-time earnings — ONS: Earnings and working hours (Sept 2025).
  4. Income inequality among pensioners and occupational pension spread — Centre for Ageing Better: The State of Ageing 2025.
  5. Retirement Living Standards (2025 update) — Pensions & Lifetime Savings Association / Loughborough University.
  6. Auto-enrolment minimum contributions and qualifying earnings band (2026/27) — GOV.UK: Workplace pensions and Royal London thresholds; median salary ONS ASHE 2025. Pot projection illustrative (level real contributions, ~3% real growth, 46 years); past performance is not a guide to the future.
Support you may be entitled to

What help is there beyond your own savings?

A good plan accounts for the support available too. UK pensioner benefits fall into two groups — and which apply to you depends largely on your income.

Means-tested

Matter most at lower incomes
Pension Creditup to £238 / £363.25 a week
Tops a low income up to a guaranteed weekly minimum — single / couple, 2026/27. The key "gateway" benefit: a small award unlocks several others.1
Council Tax Reduction
Run by your local council and means-tested; a Pension Credit award usually secures a full or near-full reduction.2
Housing Benefit
Help with rent for those on a low income who have reached State Pension age.2
Passported extras
A Pension Credit award can unlock the Warm Home Discount (£150), a free TV licence at 75+, help with NHS costs and Cold Weather Payments.3

Not means-tested

Available at any income
Attendance Allowance
For those over State Pension age who need help or supervision through illness or disability. Tax-free, ignores your income and savings — and can itself increase any means-tested benefits.4
Carer's Allowance
For someone who cares 35+ hours a week for a person receiving Attendance Allowance.4
Winter Fuel Payment£100–£300
Now paid to all pensioners, but clawed back through the tax system if your income exceeds £35,000 — a cliff-edge, assessed per person, not per household.5

The gateway worth knowing about

Pension Credit is the one to understand. It tops a low income up to £238 a week for a single person or £363.25 for a couple (2026/27), and even a token award acts as a key that unlocks Council Tax Reduction, the Warm Home Discount and more.1 Yet it is dramatically under-claimed: the DWP estimates around 910,000 eligible households don't claim it, leaving up to £2.5 billion unclaimed each year.3

How income changes what you can claim

Yearly income (roughly)What's typically available
Below ~£12,400 single / ~£18,900 couplePension Credit and its passported benefits, plus the Winter Fuel Payment
Modest, above the Pension Credit lineCouncil Tax Reduction may still apply (tapered, local); Winter Fuel Payment in full
Up to £35,000Winter Fuel Payment kept in full; Attendance & Carer's Allowance if care needs are met (any income)
Above £35,000 (per person)Winter Fuel Payment clawed back; still eligible for Attendance & Carer's Allowance, which ignore income
The lesson most people miss: don't stop at the headline State Pension. A small Pension Credit award, or an Attendance Allowance claim, can quietly open up thousands of pounds a year in further support — and these are routinely left unclaimed.

ThreeScoreAndOn helps you see where your projected income sits against these thresholds across your whole retirement — so you know which support you might lean on, and when.

Figures are 2026/27 and drawn from official UK government and charity sources (below), provided for general information and education. Rules differ in Scotland and Northern Ireland, and Council Tax support is set locally. ThreeScoreAndOn is a planning and education tool, not financial advice — check your own entitlement at gov.uk or with Citizens Advice / Age UK.

Sources

  1. Pension Credit rates & eligibility 2026/27 — GOV.UK: Pension Credit and Age UK Factsheet 48 (April 2026).
  2. Council Tax Reduction & Housing Benefit for pensioners — GOV.UK: Council Tax Reduction and GOV.UK: Housing Benefit.
  3. Pension Credit passported benefits & non-take-up — DWP statistics and Age UK: Pension Credit.
  4. Attendance Allowance & Carer's Allowance — GOV.UK: Attendance Allowance and GOV.UK: Carer's Allowance; rates confirmed in the DWP Benefit and Pension Rates 2026 to 2027.
  5. Winter Fuel Payment £35,000 income rule — GOV.UK: Winter Fuel Payment and House of Commons Library briefing CBP-10094.
The three questions that keep you up at night

Answered with your numbers — not a rule of thumb

Most calculators give you one tidy line. Real retirement is messier. ThreeScoreAndOn shows the whole picture, year by year, in today's money.

Will it last?

We project every pot — pensions, ISAs, cash, property — across each year of retirement to age 100, drawing income in the most tax-efficient order and showing exactly when (or whether) the money runs out.

What if markets turn?

Replay your plan through the 2007 banking crisis, the 1970s, the dot-com crash, COVID — or any historical start year. Add Monte Carlo and sequence-of-returns tests to see how a bad first decade really bites.

What about tax & family?

The £100k allowance taper, the 2027 rental-income reform, dividend and savings rates, and the Inheritance Tax your family would face — modelled properly, so the plan reflects what you actually keep.

What's inside

A serious planning engine, in plain English

Everything a good adviser would model — built for people who'd rather see it for themselves.

Year-by-year drawdown to 100

Every pot, every year, in today's money — with the most tax-efficient withdrawal order worked out for you.

Historical & Monte Carlo stress tests

Backtest against real UK history or thousands of simulated futures, including sequence-of-returns and care-cost shocks.

UK tax, modelled properly

Personal-allowance taper, the 2027 rental reform, dividends, savings and CGT — not a flat estimate.

State support most tools ignore

Pension Credit, Attendance Allowance and more — ~£2.5bn goes unclaimed each year. We show what could apply to you.

Family & legacy planning

Model both partners, leave wealth to the next generation, and see the Inheritance Tax picture across the family.

Save & resume anywhere

Download your whole plan as a file and load it back any time — version history travels with it. No lock-in.

Explanations, not jargon

Every chart can be expanded, every number traced back to its source. You always know why the figure is what it is.

How it works

From numbers to clarity in three steps

Tell us your finances

Pensions, ISAs, property, State Pension, the income you'd like. A guided setup gets you going in minutes — and you can refine it any time.

See your plan & its stress tests

Watch your pots play out year by year, then put the plan through real crises and thousands of simulations to find where it's fragile.

Adjust, save, revisit

Change retirement age, spending or strategy and watch the outcome move live. Save it as a file and pick up exactly where you left off.

See the full walkthrough, with a worked Health Check →
What you'll discover

Your whole plan, on one screen

No jargon, no spreadsheets. Your Health Check sums up your retirement in plain English — starting with the one thing everyone wants to know: will my money last?

Your plan looks adequate — your pot outlives the plan, with the State Pension and a workplace pension carrying you for life.
Your plan at a glance
🗓️When you retireBoth at 60, together in 2031
💷Income target£43,900/yr take-home, rising with inflation
🛡️Guaranteed floor£24,800 → £38,400/yr — covers your essentials for life
📉How you drawTax-free cash & pension first, then ISAs
🎁Life eventsDownsize at 68 · help the kids at 70
How long it lastsPot lasts beyond 100 — never runs dry
Tap any line in your own plan for the plain-English “what this means” — and the real numbers behind it.
Illustrative example. Your figures come from your own pensions, ISAs and property.
Trust & security

Your plan is yours — and only yours

Retirement data is about as personal as it gets. We treat it that way.

  • Encrypted in transit over HTTPS — your details never travel in the clear.
  • We don't sell your data or run ads against it. The product is the product.
  • Export your entire plan as a file whenever you like — no lock-in, ever.

Preview software — guidance, not advice

ThreeScoreAndOn is a planning and education tool, currently in pre-production and provided free, as-is, with no guarantees of accuracy, availability, or fitness for any purpose. It does not provide regulated financial advice or personal recommendations. You are responsible for checking every calculation, and any decision you make is yours and yours alone. Tax rules are modelled to the best available information and can change; capital is at risk; past performance is not a guide to the future. For decisions that matter, speak to a qualified, regulated financial adviser.

See your number.

It takes a few minutes to find out whether your money lasts as long as you do. Threescore years and ten — and every year on.

Get in touch

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