Tools and resources

Here you'll find all of the resources available to help you gain financial happiness

Tools and calculators

How much will you need in retirement?

Use our tool to think about what your expenses in retirement might be, and how much they could add up to.

Retirement planner tool

Use our retirement planning tool to experiment with the income you could achieve in retirement.

Pension Tax Calculator

Use our handy tool to calculate how much tax you might have to pay when taking cash out of your pension savings.

Budget planner

Use our interactive budget planner to get to grips with your money and under see if there’s areas where you might be able to reprioritise your spending.

Care Costs Calculator

Our quick and easy Care Costs Calculator can help you understand how you could pay for your care in just five easy steps.

Check your State Pension forecast

Use this free government service to find out how much State Pension you could get, when you can get it and how to increase it, if you can.

Open University courses

Free Midlife MOT course

We've created a free course with The Open University to help you check your health, wealth and wellbeing, and see how to improve them. It takes around four hours and you can pause whenever you need, so it’s easy to fit into your busy life.

Retirement planning course

Our simple online course with The Open University is designed to support you in your journey to a financially secure retirement. It covers how much you might need in your pension pot and options if your retirement savings fall short.

Podcasts

A little bit richer podcast

Listen to our new season with Iona Bain and guests talking about money. If you're thinking of big milestones, perhaps a new home, a family, early retirement or all of these, we'll help you get a grip on your financial future.

Rewirement

Thinking ahead to retirement or want to hear from people having the time of their lives now they’ve stopped working? Angellica Bell and Shirley Ballas will help you prepare for the ‘third’ phase of life on our award-winning podcast Rewirement.