Creating and Saving Scenarios

Named scenarios let you save a snapshot of your current plan under a name of your choosing — then load it back at any time to pick up exactly where you left off. It’s useful for comparing different strategies: for example, “Retire at 60” vs “Retire at 63”, or “With annuity” vs “Full drawdown”.

Scenarios are a Premium feature and sync to the cloud, so they’re available across all your devices.

HOW TO SAVE A SCENARIO

1. Set up your plan in the Finance Planner exactly as you want to snapshot it.
2. Tap the My Data menu at the top of any Finance Planner module.
3. Choose Save as scenario.
4. Give the scenario a name — something descriptive like “Retire at 62 — drawdown”.
5. Tap Save.

The snapshot is saved immediately to the cloud. You can save as many scenarios as you like — there’s no limit.

HOW TO LOAD A SCENARIO

1. Tap the My Data menu at the top of any Finance Planner module.
2. Choose Load a saved plan…
3. Select the scenario you want from the list.
4. Confirm you want to load it.

The planner loads the scenario and auto-save briefly pauses for a few seconds to prevent it from overwriting your main cloud plan with the scenario data. After that, any changes you make will save normally.

SCENARIOS AND YOUR MAIN PLAN

Scenarios are independent of your main cloud plan. Loading a scenario doesn’t permanently replace your main plan — your main plan remains in the cloud exactly as it was. To return to it, use My Data — Load from cloud.

Think of scenarios as separate “what if” workspaces you can switch between freely, with your main plan always waiting in the background.

IF YOU’RE ON THE FREE PLAN

Named cloud scenarios are available to Premium subscribers only. If you’re on the free plan, you can still save and restore your plan manually:

1. Tap the My Data menu and choose Backup to file to download your plan as a file.
2. To restore it later, use My Data — Restore from file and select the downloaded file.

You can save multiple backup files with different names to keep track of different versions of your plan.

To unlock named cloud scenarios and automatic multi-device sync, upgrade to Premium from the Account tab.

RetirePlan — retireplan.co.uk | This tool provides guidance only and does not constitute regulated financial advice.