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.

Pension calculator

Learn more about the future of your pension plans and how long your money might last in retirement.

Shape my future

This useful tool is designed to help give you an idea whether your potential retirement income will fund the lifestyle you want.

Pension annuity calculator

See how much income you might receive from a pension annuity with our calculator. It's free, quick and easy-to-use.

Equity release calculator

Try our easy-to-use calculator and see what equity release could provide for you and your family.

Pension withdrawal tax calculator

Thinking about taking some of your defined contribution pension as a lump sum? Our calculator will help you understand how much income tax you may have to pay.

Calculators to take control of your savings and investment goals

Take control of your savings and 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.