This page is home to all of our current planners available for you to use. Please click the links below to find out what the planner does and be redirected.
If you have any questions about any of these planners, you can contact us and we'll be happy to help.
Tracing your pension
This online tool is designed to help you find out whether you have a lost pension and how to trace it.
It asks you a number of questions to give you hints and tips about how you can find your lost pension. At the end of the questions, you will be provided with a summary of your answers and the guidance suggested. This tool is a rough guide and should be used as a starting point for locating lost pension benefits.
We are very grateful to XpertRule who built this tool for us.
How long will my pension need to last?
People are living longer. On average, people aged 55 today will live to their mid-to-late 80s. Around 1 in 10 men and 1 in 5 women this age will live to 100 – and receive their telegram from The Monarch.
Being more informed about how much longer you potentially have to live is no bad thing, especially when it comes to financial planning.
Enter your details in to the Office for National Statistics calculator and find out your life expectancy, your chance of living to 100… and how long you’ll likely need to make your pension pot last.
Investment choices planner
This online planner is for existing, or prospective, members of defined contribution pension schemes (i.e. money purchase schemes, personal pension plans and stakeholder pension schemes).
As a member of a defined contribution pension scheme, you are likely to be asked by your pension firm how you would like your contributions to be invested.
Click here to begin.
Please note that this tool content and links are currently underdevelopment and being updated.
This online annuity planner will give you general information and guidance and help you with the decision-making process for converting your pension fund into income. It is not a calculator, nor will it provide financial advice.
At the end of this annuity planner, you will have the opportunity to access comparative tables provided by the Money Advice Service (MAS). These tables provide a list of providers and incomes available.
Where can I find out more?
If you need more information, please contact us. A pension specialist from our team will be happy to help with whatever pensions-related question you have. Our help is always free.