Your retirement report

Your retirement report

When you've entered all your information into the Retirement Calculator, you'll be prompted to save your details. This will allow you to log in and revise your information at any time, and also view a personalised report of everything you've entered. Each time you change your information in the calculator your report will be updated. For instance, the next time you get a pay rise; simply update your figures to see if you're getting closer to your retirement goals.

You can also download or print your report, which you might find useful for discussions with us, your financial adviser, family and friends.


Your free personalised report includes:

    • All the information you entered into the Retirement Calculator about your income and outgoings, pension schemes, properties and savings and investments.
    • An estimate of your income in retirement.
    • Any shortfall between the income you may have and need.
    • Options to consider to help close any gap and boost your retirement income.
    • The assumptions we've based your estimate on.

What's next?

Use your report to help you take action now.

To discuss your report with us call 0845 609 0243. Lines are open Monday to Friday 9am to 6pm.

You could also talk to a financial adviser, which may be particularly relevant if your situation is complicated. Please note there may be a charge for financial advice from a financial adviser.


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Retirement Calculator

See how much you'll need to save and what actions you could take to help get the retirement you want.

Our retirement solutions

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0845 609 0243
Mon-Fri 9am-6pm

Award-winning service



Our retirement planning service won the Financial Services Award at the 2009 Revolution Innovation Awards.

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