Planning

Living in retirement

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Enjoying the fruits of your labour

Discover if your savings and income can support your current lifestyle and the steps you can take to enhance your situation.

Think long-term

See how your choices could affect the money you have

Boost your income

See what you could do to improve your retirement funds

It only takes around ten 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 make the most of your retirement?

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Retired

At this stage in your life you've hopefully built up enough income to help you enjoy a long and happy retirement

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Facing the Future

Two HSBC customers explain how they're tackling the financial challenges ahead

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Approaching retirement

The importance of planning your retirement funding

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Optimising your money in retirement

Review your finances to make your money go further

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 8am to 9pm and 9:30am to 7:00pm on Saturday. Calls may be monitored or recorded.

Start a live web chat

Discuss your options with one of our online representatives.

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 planning event and they are not intended to provide advice or recommendation on your individual financial needs.

* Lines are open 8am to 6pm, Monday to Friday (excluding public holidays).
To help us continue our service, and in the interest of security, we may monitor and/or record your call.