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Online tools

At various times during your membership of a pension scheme, you may have to make retirement planning decisions.  These tools should help with some of those decisions.

Saving for retirement planner

This planner is intended to form part of your retirement planning.  By entering information about current pensions and savings, as well as your target retirement age and income, this planner will tell you if you are on course to retire as expected.

Click here to use the saving for retirement planner

Annuity planner

This planner will help you through the decision-making process for purchasing an annuity.

Click here to use the annuity planner

Understanding investments

This handy tool could help you decide how to invest the contributions paid into your defined contribution pension scheme.

Click here to use this understanding investments tool

Pension charges calculator

This tool has been developed to help employers understand the impact of charges on the pension pots of their employees. The calculator will help ensure they are better equipped to select pension schemes that provide value for money on behalf of their staff and encourage employees to save regularly for their retirement. Individuals may also find this tool helpful when selecting their own pension and they wish to compare charges.

Click here to use the pension charges calculator

Managing your money - a health check

Whatever the situation with your finances, it's good to know where you stand and that you are making the most of what you have. The health check, a new online money planner from the Money Advice Service, is for everyone.

The Money Advice Service is independent and it's here to help everyone understand and manage their money better.

It takes just 10 minutes to answer some straightforward questions and the health check will give you a personalised action plan which identifies the top three things you can do to make the most of your money right now, and to plan for future goals. 

Best of all - it's free and it's unbiased. The Money Advice Service won't recommend a particular product or provider or try to sell you anything.

Click here to use the Money Advice Service health check   

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