Planning tools

Here's where you can find all our planning tools to help you manage your Lifestyle Account.



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.

Before you get started with the steps below, it may be useful to find out how long your  savings may need to last. You can do this by using the Office for National Statistics Longevity calculator.

Step one


Boost your savings – 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

Retirement Planner – 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.