- Features and benefits
- Tools and support
- About us
- Contact Us
- News and views
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.
Our Pension Investment Account is a self-invested personal pension (SIPP) which provides your client with a range of investment options.
For more personalised plannng, try the LifePlanning toolkit.
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 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.