Build your personalised retirement plan
Start your plan
Tell us some basic details about your finances to see what your options and income could look like when you retire. It only takes 5 minutes.
Explore what you need
Share a bit more about your goals and find out if you're on track and the support that’s available.
Stay on track
Keep your plan up to date and stay on track for the retirement you want.
The benefits of our retirement income and lifestyle planner
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Quick, simple, and personal
Getting started is quick and easy. You’ll just need to tell us some basic information about your current finances. Our guidance is personalised to you, so you can feel more confident making decisions about your retirement.
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Save your plan
Come back to your plan at any time to review or make updates if things change. We’ll just ask for your email address so you can jump back in.
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A plan for retirement
We’re here to help you see your options, so you can set realistic financial goals. Changes you make now could impact your lifestyle when you retire, and your future financial security.
Before you use the planner
This planner can be used by people who are 35 years old or older, who want to get a head start on thinking about saving for their retirement.
What information you’ll need to hand
- Your existing pensions value
- Details of your other savings
- How much you pay into your pension each month.
Important information
This planner doesn't provide personalised advice or recommendations. What you actually get when you retire will depend on how your investments perform - this could be more or less than the amounts shown.
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 (external site) is a government 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.