Retirement Planning Tool


Thinking about retiring soon or just curious about your options for the future? Our Retirement Planning Tool can help you understand the choices available to you and the steps you might need to take to secure the future lifestyle you want.

Use it if you’re:

  • approaching or thinking about retirement
  • still a way off but want to explore your options – a little upfront planning goes a long way

Once you’ve used the tool, complete our short survey to let us know how useful you found it and how we could improve it.

We can’t give you advice on what option is best for you, but our Retirement Planning Tool will help you understand your options and plan for your future. Everyone’s circumstances are different so it’s important to seek financial advice if you’d like further support or aren’t quite sure what’s best for you.

This tool is useful for everyone considering normal, early, late or flexible retirement. It won’t be right for those looking to retire early due to ill health or redundancy. Visit our retiring page for more information on these.

As this guide is focused on retirement, it doesn’t cover your options when taking your Investment Builder savings independently, before or after you retire. Read about cash payments, if you want to take some or all of your Investment Builder savings before or after you retire.