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Retirement and Pension Planning... with a Difference

Start with your dreams, not your spreadsheets

At RetirePlan, we don't sell pensions, life insurance, or other financial products.
Our mission is simple: to empower you to plan the life you want — with clarity, confidence, and purpose.
Whether retirement is just around the corner or decades away, the best time to start is now.

  • Cut through complexity with our free tools...
  • * Lifestyle Goal Planner
  • * Finance & Pension Planner
  • * Rich lifestyle insights to inspire and motivate
  • * Planning Toolkit to inspire and support your journey

Stay Updated - Free Planning Playbook and our inspiring lifestyle Magazine, Ascent, delivered direct to your inbox

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Age: Under 45Age: 45-55Age: 55+
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Your privacy is protected in line with the GDPR directive - see privacy policy.

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Everything You Need to Plan Your Retirement Income and Lifestyle

Plan, track, and optimize your retirement goals with our advanced dashboard and smart planners.

Pension Dashboard

Projects all pensions, investments and income to give a clear picture of your current trajectory to retirement and beyond.

Lifestyle Planner

Develop your lifestyle plans based on your aspirations and goals. The lifestyle planner helps you identify what matters to you and shapes a plan that fits you perfectly

Visual Insights

Interactive graphs showing income types, savings breakdown, and progress towards lifestyle goals

Secure & Private

Print or email reports when needed. Option to encrypt and store data for efficient monitoring and scenario analysis.

We guide your planning by focusing on three vital elements

Research shows these key 'pillars' to be critical to a happy and fulfilling life. It's not all about numbers, but it is essential to have a plan that fits your desired lifestyle.|

Discover tools, tips, and expert advice to plan your ideal retirement—no matter where you are on your journey.

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