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Simply enter basic details about their existing pension savings and likely income needs, and get a steer on whether essential and discretionary spending could be met. Use it to help you:
Designed to work around how clients already think about retirement, the Retirement LifePlanning calculator helps make your planning conversations more meaningful.
Open the calculator
Our Pension Investment Account is a self-invested personal pension (SIPP) which provides your client with a range of investment options.
For more personalised planning, try the LifePlanning toolkit
Please bear in mind
Results are generated quickly by using a set of simplified assumptions, including tax treatment. With this in mind, the results should be used only as a guide, rather than as personalised financial advice or as a basis for your planning decisions.
Before you use the calculator, you should
read our user guide which provides more detail about how the calculator works, including the assumptions and limitations that underpin the results.