How does it work? -
The system helps you to focus on what you want to spend your money on and allows you to prioritise those activities according to the money you have. You'll be able to see your pensions, investments and other sources of income, in one place - so you know how much money you will have for retirement.
It will help you figure out the best way to achieve your retirement goals by providing you with a highly personalised and realistic retirement plan for free.
We'll make sure you don't pay too much tax, lose valuable benefits, or incur unnecessary fees and charges.
When the time is right, we'll be happy to help you put your free plan into action. But there's no obligation to do this and nothing to pay unless you decide to go ahead.