Planning tools

Here’s where you can find all our planning tools to help you manage your pension savings. 

They’re here to help you make decisions and work out what’s right for you. You can use each one individually, but they also fit together to create a picture of your future and help you plan towards it. 

Step one: Boost your savings

Boost your savings tool - see where your money goes and where you could look to make small changes to free up a bit of extra cash to help boost your savings.

Step two: How much will you need?

How much will you need? tool - get a clearer picture of how much income you might need once you’ve retired.

Step three: Retirement planning tools

Retirement planning tools – once you’ve got an idea of how much you can save and what you’ll need in retirement, head over to our Retirement planner to see if your pension savings are currently on track to give you the income you need. Our attitude to risk tool helps you understand the level of risk you're prepared to take for the returns you hope to achieve.

TIP: If you access the Retirement planner from Manage Your Account all of your personal and plan details will be automatically completed for you.