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Get retirement guidance

Create a retirement action plan with our free tool. We’ll match you to guidance to understand your options and explain the steps you can take to make the most of your pension

Get retirement guidance

What you’ll get

This tool will give you a retirement action plan with:

  • key information to help you understand your options
  • suggested steps to make the most of your pension
  • useful tools to estimate how much retirement income you might need and if you’re on track to meet your goals
  • where you can get help and support with your decisions

You will not see all your pensions or your exact pension income. You can usually find this information by logging in to your pension provider’s online account or contacting them.

How it works

We'll ask you for details about you and your future plans, including:

  • the types of pension you have
  • how far away from retirement you are
  • if you’re planning on retiring outside the UK.
Get retirement guidance

5 minutes average completion time