Skip to Main Content

Three step pension check

This simple process will help you identify the kind of retirement you want and find out if your current pension plan is on track to deliver it.

If you cannot view the video below, you need to accept cookies. You can do this either by clicking Accept cookies in the banner or visiting our Cookie Policy page, and clicking the grey button to turn cookies from OFF to ON.

After taking the check, many people find that they don’t need to make changes. For those who do, the good news is that even small changes now can have a hugely beneficial effect in the long term.

Your Three Step Pension Check

Take a few minutes to think about the standard of living you would like to enjoy when you retire. This includes everyday costs like food and heating, as well as things like travel and hobbies. Our ‘What kind of retirement do I want?’ page can help with this.

Once you have an idea of the retirement income you’ll need, you can check to see if you are on track by finding pensions you may have with other providers, and by looking at your NEST pension. Using this information, we can help you estimate your retirement income.

If you need to make changes, don’t worry – it’s never too late to make a difference. The links below are a good place to start:

Life’s ups and downs

Throughout life, things can happen which affect your financial situation – for example, coping with redundancy or receiving an inheritance. We can help you work out what these changes might mean for your pension.