Is RetirePlan free to use?
Yes, all our core planning tools are totally free. We also offer a premium tier with advanced features such as Plan Summary reports, 'Ask the Expert', and secure cloud storage allowing access to your plan from any device. Premium is an additional subscription option for a small monthly or annual fee, cancellable any time.
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Do you provide financial advice?  
No, RetirePlan is a planning and educational tool, not a financial advisory service. We provide guidance information and calculators to help you make your own informed decisions.  We strongly recommend consulting a regulated adviser when considering important financial decisions.
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Is my data secure?
Absolutely. We use data encryption and never store sensitive credentials.

‍Can I use RetirePlan if I'm already retired?
Absolutely! RetirePlan helps you manage your retirement income, plan spending, and track your finances in retirement.
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‍Do you work with financial advisors?
We're exploring partnerships with independent financial advisors. If you're an advisor interested in working with RetirePlan, please contact us.
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‍Can RetirePlan help with pension transfers?
We provide information to help you understand your options, but pension transfers require regulated financial advice. We can help you understand the questions to ask an advisor.