Free planning tools
Resources & Tools
Good financial decisions start with clarity. These tools are designed to help you understand where you stand today, explore what's possible, and give you something concrete to bring into a conversation with us.
Available tools
Retirement Planning·3 minutes
Retirement Ready Quiz
12 questions across money, work and lifestyle to find out how retirement-ready you are — and where to focus next.
Retirement Planning·2 minutes
Pension Pot Forecaster
See how your pension could grow between now and retirement, and find out how that translates into everyday retirement life against the UK's official living-standard benchmarks.