Destination Retirement

Start planning today for the future you deserve

If you're thinking about transitioning towards retirement, or just want to check when you can start your life after work, you've come to the right place!

Destination Retirement is a completely new kind of financial advice service. It's designed to help you get excited about your life after work, and feel confident in making some of the most important decisions of your life.

Our service will guide you through the most important things to think about and will provide you with a free personal retirement plan. It’ll then provide expert financial advice on how to make your plan a reality, ensuring you don't pay a penny more tax than you need to. It's entirely your decision whether to put your plan into action, but if you do decide to go ahead, we'll take care of all of the hard work needed to make your plan a reality.

How does it work?

We've broken the journey into five simple stages, so you can move forward one step at a time and at your own pace. Everything's written in plain English, and we avoid jargon wherever we can.

  • Think - We’ll start by taking you through the most important things to think about when planning for your life after work. This will help you on your journey through the service.

  • Plan - Next, we'll produce a free personal retirement plan. This will paint a picture of what your life after work could look like, and will show you how far your money may go. You can adjust the information you put in to see what impact it will have on your plan. You can do this as often as you like - free of charge.

  • Find - Once you've got a plan you're happy with, we can provide expert financial advice on how to put it into action. We'll recommend the most suitable financial products, making sure you don't pay too much tax, lose valuable benefits, or pay unnecessary fees and charges.

  • Buy - If you're happy with our recommendation, we'll take care of all the hard work needed to set up your plan. We'll take care of all the paperwork, and will deal with the product providers on your behalf. At this stage, there will be no fees to pay for the initial advice service we provide.

  • Review - Destination Retirement is designed to support you throughout your life after work. It'll continually monitor things, making sure your plan is performing as expected. We'll automatically alert you about any changes, prompting you to make any adjustments. Ongoing fees and charges apply.

As with any investment, your capital is at risk. This means that your investments may go down as well as up and you may get back less than you invest.

Why Destination Retirement?

Destination Retirement allows you to build your understanding of what your retirement might look like for free.

We've got a team of friendly retirement specialists on hand to provide assistance by phone, screen-share or webchat. Whatever your query, we're here to help.

There is no obligation to put anything we recommend into action.