Retirement planning

Follow these steps to plan your retirement

The first step to reviewing your retirement savings is to find out what you already have. You can use the login button at the top of the page to do this.

When you are reviewing this, you will also need to think about how you will use the savings to fund your retirement. You can find more information about your options here.

You might also have savings from previous jobs, or a personal pension plan. In this case, you will need to find out what you can expect to get from them too. Check a recent benefit statement or contact the pension scheme for an estimate. If you’ve lost touch with a previous employer’s scheme, you may be able to find them using the pension tracing service. Go to www.gov.uk/find-lost-pension for more information.

Don’t forget to also include the State Pension in your calculations. You can find out about the current State Pension and get a forecast at www.gov.uk/check-state-pension.

You may also have other assets and savings to take into account, for example property or other investments.

What happens if...?

Our FAQs explain what happens if you take family leave, leave AXA, are made redundant, are absent due to long-term sickness, want to leave the Mastertrust, get divorced or die.

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