MoneyHelper Retirement Budget Planner

6.8easy start · #15of 26
in Retirement Planning Software

Runs on Web.

MoneyHelper Retirement Budget Planner is ranked #15 of 26 in retirement planning software on The Geeks Club. It runs on Web. There is a free plan.

MoneyHelper Retirement Budget Planner plans and pricing

Free Free Free online tool moneyhelper.org.uk · 10 Oct 2026

Boldin Lesson 17.8 ProjectionLab Lesson 27.8 RetireePlan Lesson 37.3 Flexible Retirement Planner Lesson 47.2 MaxiFi Lesson 57.2 Retirement Budget Calculator Lesson 67.2

Purpose: The planner helps people estimate likely retirement costs and the income they may need.
Budgeting: MoneyHelper’s Budget planner adds up income and outgoings and shows what is left over.
Spending breakdown: The Budget planner breaks down spending to help users identify potential savings and cost cuts.
Variable costs: Users can enter costs by year, and the tool converts them to a monthly average.
Inputs: MoneyHelper suggests having payslips, bank statements, bills or a banking app available to work out income and spending.
Support: MoneyHelper offers budget help through webchat and links to budgeting guides.
Accessibility: The MoneyHelper accessibility statement identifies issues for the Retirement budget planner, including menu buttons not being programmatically defined as expandable and incorrectly structured tab panels.
Provider: MoneyHelper is owned and maintained by the Money and Pensions Service, whose registered office is in Bedford, England.
Guidance limits: The Money and Pensions Service says its website tools provide general information and are not advice to rely on.
Regulatory status: The Money and Pensions Service says it is not regulated by the Financial Conduct Authority and does not provide a regulated service.
Founded: 2018
Headquarters: Bedford, United Kingdom
Price from: Free

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