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InFocus Retirement Planning Worksheet

Original price was: £7.00.Current price is: £0.00.

Your retirement shouldn’t be a mystery. This worksheet helps you calculate how much you’ll need, what you already have, and how to bridge the gap.

Retirement Goal Calculator

Timeline-Based Planning

Investment & Savings Tracker

Monthly Living Expense Planning

Customisable for Any Retirement Age or Lifestyle

InFocus Retirement Planning Worksheet

Overview

The InFocus Retirement Planning Worksheet gives you a clear path to financial freedom. With built-in calculators and planning tools, it helps you assess how much you’ll need to retire comfortably, whether you’re aiming for early retirement or a traditional timeline. Track current savings, projected investment returns, expected expenses, and income sources to see if you’re on track—or how to get there. It’s simple, powerful, and tailored to your future.

Why You’ll Love It

Clarity on the Big Picture: Easily estimate your total retirement requirement based on monthly needs and retirement duration. Investment Growth Calculator: Factor in expected returns on pensions, ISAs, and other long-term assets. Flexible Planning Timeline: Adjust your start age, end age, and lifestyle assumptions to match your goals. Gap Analysis: Instantly see how far off you are—and what’s needed to close the gap. Peace of Mind: Plan smarter, save intentionally, and retire confidently.

InFocus Retirement Planning Worksheet Ideal For

Young Professionals & Mid-Career Earners

Start early and compound smarter—this tool lets you see the long-term impact of small, consistent savings.

Pre-Retirees or FIRE (Financial Independence Retire Early) Seekers

Looking to retire early or on your own terms? This shows you exactly what it’ll take to hit your target.

Financial Advisors & Coaches

Support clients in setting realistic, data-backed goals—and provide a tangible plan they can follow and update over time.