Tools and calculators

Handy tools to help manage your retirement and investments

Simple tools to help make sense of retirement

Working out what we need from retirement isn’t always easy. That’s why we’ve developed a suite of useful tools – helping you get a clearer idea of your ideal retirement and how to achieve it. 

Use our calculators to take control of your investment goals

Take control of your investments with our selection of calculators – helping you gauge how much they’re worth and how you can tweak your monthly contributions to reach your financial goals. 

It’s important to remember the value of your investments can go down as well as up and you could get back less than you invested.

Investing responsibly with us

Use our investment preference tool to find funds that match your values across environmental, social and governance (ESG) issues. Capital at risk.

Get the Mid-Life MOT app

A free check-up of your wealth, work and wellbeing

Designed for people in the UK between 45 and 60, our Mid-Life MOT app is a small investment of your time but it could make a big difference.