• Retirement LifePlanning calculator

    Engage your clients in the retirement planning process, with a quick and easy tool that helps them to visualise what their retirement income could be.

  • 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:

    • Connect with your clients at an emotional level to generate powerful conversations around what matters to them
    • Visually show your clients the likelihood of achieving and maintaining their desired retirement income
    • Show them any income shortfalls, making it easier for you to talk about options and trade-off strategies

    Designed to work around how clients already think about retirement, the Retirement LifePlanning calculator helps make your planning conversations more meaningful.

  • Things you need to know

    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 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.

    Want more? The Retirement LifePlanning calculator is just one in a series of retirement planning tools. See the other tools in our range.

  • For more personalised planning, try the LifePlanning toolkit