Planning

Planning your retirement

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Getting the retirement you've dreamed of

See if you're on track to achieve your target income and what steps you can take that could improve your future position.

Get an income estimate

See how much money you may have in retirement

Retire in greater comfort

See what difference making a few changes now could make

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 planning your retirement?

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

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.

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.

* Lines are open 8am to 6pm, Monday to Friday and Saturdays 9am to 2pm (excluding public holidays).
To help us continue our service, and in the interest of security, we may monitor and/or record your call.