Financial Health Check

Answer a few simple questions to check your projected retirement income. Your privacy is entirely respected and we will only contact you if you request it.

Step 1 of 5

About you

Let's start with the basics.

Are you based in the UK?

Your income

What is your annual income?

£

Current finances

Can you tell us how much you've got in...

£
£
£
£

Annual contributions

Roughly how much do you plan to add each year?

£
£
£
£

Your retirement plan

At what age do you plan to retire?

Your Financial MOT

Amount you'll retire with
£0
Age you'll run out of money
—
0/100
Your Financial MOT score

What a full plan also looks at

  • Making the most of your pension and ISA allowances, tax-efficiently
  • The right order to draw down your savings in, so an early market dip doesn't do lasting damage
  • The right level of investment risk for your timeframe and goals
  • Passing on more of what you've built, through clear inheritance and estate planning

These figures are illustrative estimates only, based on the information you've given us and a set of general assumptions about investment growth, fees, inflation, the State Pension and tax rules — they're not a personal recommendation and aren't guaranteed. Your own circumstances, pension charges and tax position will differ. A real plan looks at all of this in detail.

Fancy some expert advice?

Leave your details and we'll get a call booked in with Sam.

You're all set

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