You currently have JavaScript disabled in your browser. Please enable it to make full use of My plan.

Making the most of your money

This tool will help you think about if your money is working hard enough for you and what paths you could take to achieve your goals.

Get a snapshot

Check whether you’re on track to meet any financial targets you may have

Explore your options

Discover what steps you could take to improve your future position

It only takes around five minutes.

You may find it useful to have details of your savings and investment balances close by before you begin.

Use this tool

Are you ready to start planning your future wealth?

You may also be interested in...

Starting early


Starting early

Strengthen your finances by building a strong foundation

Track your cash


Track your cash

Keep on top of what you spend

Understanding the impacts of inflation


Understanding the impacts of inflation

We help explain the key impacts of inflation

Need financial advice?

We can help give you expert advice for your individual circumstances.

See how we can help

Need to talk to us?

To discuss options or book an appointment:

0800 032 4710

Our opening hours are Monday to Friday 9am to 6pm (excluding public holidays). Calls may be monitored or recorded.

Everyone's circumstances are different and what applies to one person may not be right for someone else. The suggestions above are based on a general assumption of each circumstance and they are not intended to provide advice or recommendation.