Retirement and Lifestyle planning tool

A tool to help you plan your future

This tool is designed to help customers understand their emotional and financial needs in retirement, explore the different ways they can fund their retirement and see how their income could build up over time.

How does the tool work?

They’ll also find out more about their retirement income options and importantly, understand the value of advice. The information in the service is guidance based and is presented in a clear, fair and non-misleading way.

Get your retirement report in 5 minutes