Retirement planning


Plan ahead so you can enjoy the things that really matter to you in retirement

Destination Retirement

If you're thinking about transitioning towards retirement, or just want to check when you can start your life after work, you've come to the right place.

Destination Retirement is a completely new kind of financial advice service. It's designed to help you feel confident making some of the most important decisions of your life, and to really look forward to retirement.

It starts by helping you think through the most important things to consider. Next, it provides a free personal retirement plan showing what your retirement might look like and how far your money may go. You can plan on your own, or with a spouse or partner.

It'll then provide comprehensive financial advice on how to make your plan a reality, ensuring you don't pay a penny more tax than you need to. It's entirely your decision whether to put your plan into action, but if you do decide to go ahead, we'll take care of all of the hard work needed to do this.

Destination Retirement brings affordable financial advice to workplace pension scheme members.

As with any investment, your capital is at risk. This means that your investments may go down as well as up and you may get back less than you invest.

Take your time

We break the journey into five simple stages, so you can move forward one step at a time and at your own pace. Everything's written in plain English, and we avoid jargon wherever we can.

Putting your plan into action

If you're happy with our recommendation, our team of experts will set up your plan for you. We'll take care of all the paperwork and deal with the financial product providers on your behalf. Full details of the fees or charges will be clearly disclosed in advance should you choose to proceed.

Help when you need it

We've got a team of friendly retirement specialists on hand to provide assistance by phone, screen-share or webchat. Whatever your query, we're here to help.

Support throughout your life after work

After your plan's been set up, Destination Retirement will continually monitor your plan, making sure it's performing as expected.




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Your guide to making it happen
Discover how Destination Retirement can help you plan for the future you deserve.
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