How our retirement planner can help
Work out retirement income
Your personalised plan will show you if you’re on track for the retirement you want.
Options to increase income
Find out what you can do to increase your retirement income.
Save and change your plan
You can save your personalised plan and update it if your circumstances change.
What you need to do before using the planner
Before you start using our retirement planner, you should have the following information to hand:
- your existing pensions values and how much you pay in
- your sources of income and when you expect to stop working
- details about your other savings and investments.
If you’ve got all this information with you, the planner should take about five minutes from start to finish.
About the planner
This planner doesn't give you advice or recommendations. What you get when you retire will depend on how your investments perform.
How our retirement planner works
-
Tell us your details
We start off by asking for your personal details and about your financial situation.
-
Answer some simple questions
We'll then ask a few questions to work out how much you might need in retirement and see what you're on track for.
-
See your personalised retirement plan
Your personalised plan will tell you if you're on track for the retirement you want. It will then provide some options to help you change your plan and increase your retirement income.
Find the support you need
Find a financial adviser
We strongly recommend talking about your retirement options with a professional financial adviser.
Pension Wise
Pension Wise is a government backed service from MoneyHelper that offers free, impartial pensions guidance.
Get in touch
Have a question or need some support? Our customer service team are here to help.