Lifestyle Finance Planner
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Plan the Life You Want — Then Make the Numbers Work
Start with lifestyle. Finish with a clear financial picture.
Retirement planning works best when it begins with you — your ambitions, your lifestyle, your version of a great future. The Lifestyle Finance Planner helps you do exactly that.
If you've already set your goals using the Lifestyle Goal Planner, or if you're already clear about your goals, you're ready to move to the next stage.
The Lifestyle Finance Planner
This needs minimal input from you - the planner provides guidance and does all the number crunching.
It will guide you in estimating the income needed to live the life you aspire to and show you what your pensions, savings, and investments could provide throughout your retirement years — and where any gaps might be.
Simple, personal, and built around what matters most: your life.
Go To Lifestyle Finance PlannerThe Lifestyle Finance Planner
This needs minimal input from you - the planner provides guidance and does all the number crunching.
It will guide you in estimating the income needed to live the life you aspire to and show you what your pensions, savings, and investments could provide throughout your retirement years — and where any gaps might be.
Simple, personal, and built around what matters most: your life.
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We also provide a handy Planning Toolkit with additional quick calculators to let you estimate life expectancy, annuity values, your state pension age, and income tax and national insurance on current income,
Useful Planning tools