Glossary · Risk and suitability

Monte Carlo simulation

A Monte Carlo simulation runs a plan across many randomised return sequences to estimate the probability that it succeeds.

It returns a percentage, usually in the eighties, and clients nod. The number is far more sensitive to its assumptions — return, inflation, sequence, spending — than the confident single figure suggests.

Its honest use is comparative rather than absolute: this plan versus that one, not a promise.

Read more: What planning software gets wrong →