Retirement and Pension Planning... with a Difference
At RetirePlan, we don’t sell pensions, life insurance, or other financial products
Our sole mission is to support you with the knowledge, insight, and inspiration to realise your dreams.
Whether you’re close to retirement or 25 years away, the time to plan is NOW!
Start your personalised lifestyle plan today with our free sophisticated, yet easy-to-use planning tools.
Stay Updated - Free Planning Playbook and our inspiring lifestyle Magazine, Ascent, delivered direct to your inbox
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Everything You Need to Plan Your Retirement Income and Lifestyle
Plan, track, and optimize your retirement goals with our advanced dashboard and smart planners.
Pension Dashboard
Projects all pensions, investments and income to give a clear picture of your current trajectory to retirement and beyond.
Lifestyle Planner
Develop your lifestyle plans based on your aspirations and goals. The lifestyle planner helps you identify what matters to you and shapes a plan that fits you perfectly
Visual Insights
Interactive graphs showing income types, savings breakdown, and progress towards lifestyle goals
Secure & Private
Print or email reports when needed. Option to encrypt and store data for efficient monitoring and scenario analysis.
We guide your planning by focusing on three vital elements
Research shows these key 'pillars' to be critical to a happy and fulfilling life. It's not all about numbers, but it is essential to have a plan that fits your desired lifestyle.|
Discover tools, tips, and expert advice to plan your ideal retirement—no matter where you are on your journey.
Financial Security
Confidence to Live Life Your Way
The best retirements aren’t just well-lived — they’re well-planned.
When you feel confident about your money, you’re free to focus on the life you want to lead.
We’ll help you understand your options, make the most of your pensions, savings, and investments, and create a plan that fits your lifestyle and goals. Clear, simple, and built around you
Purpose & Lifestyle
Your career may have defined you — but it doesn’t have to define what comes next.
Shape your lifestyle and purpose now, so retirement becomes a launchpad, not a question mark.
From bold adventures to everyday joys, from learning something new to giving back — we’ll help you create a life you love, on your terms
Staying Connected
The heart of a happy retirement
More time, fewer connections — it’s a reality many face after leaving work.
But friendship, community, and shared experiences aren’t just “nice to have” — they’re vital for happiness, health, and a sense of purpose. We’ll inspire you with ways to keep your social world vibrant, your mind engaged, and your heart full — so you stay connected, supported, and part of something bigger.
