MyPath2Retirement

Courses

Whether you’re just starting to think about retirement or looking to refine your existing plans, our interactive retirement planning courses provide clear, actionable guidance. Learn at your own pace through engaging modules that break down complex financial concepts into manageable steps. From understanding pension options to developing investment strategies, each course is designed to give you the confidence and knowledge to make informed decisions about your financial future.

Reading

Access our comprehensive library of retirement planning resources, carefully curated to help you navigate every aspect of your financial journey. Our articles, guides and whitepapers cover everything from maximising your pension contributions to understanding tax-efficient savings strategies. Whether you prefer quick reference guides or in-depth analyses, you’ll find the information you need to stay informed and make better financial decisions.

Calculators

Take control of your retirement planning with our suite of interactive calculators designed to give you clarity on your financial position. Input your personal circumstances and instantly see projections that help you understand whether you’re on track to meet your retirement goals. Our tools provide realistic scenarios and clear visualisations, making it easier to identify any shortfalls and take action early.

Cashflow Projections

Visualise your retirement income with our interactive cashflow projection tool. Map out your expected income from pensions, investments and other sources against your anticipated expenses throughout retirement. This powerful tool helps you identify potential gaps in your retirement funding and shows you how different decisions today could impact your financial comfort tomorrow.

Ask questions, get help, learn more about retirement planning—all through our intelligent AI assistant available 24/7. Whether you’re curious about pension rules, want to understand investment terminology, or need guidance on using the platform’s features, the AI assistant provides instant, clear responses. Whilst it’s designed to educate and inform rather than provide regulated financial advice, it will recognise when your questions require professional input and seamlessly connect you with a qualified adviser in your area. It’s like having a knowledgeable retirement planning companion in your pocket.

Ready to speak with a qualified financial adviser? Use our interactive map to discover trusted, regulated advisers in your local area. Simply click on your postcode region to view advisers who specialise in retirement planning and are perfectly positioned to provide personalised advice tailored to your unique circumstances. Every adviser in our network is fully FCA regulated, ensuring you receive professional guidance you can trust. Whether you’ve used our learning resources and tools or you’re ready to get expert support straightaway, finding the right adviser for your needs has never been easier.

• Videos
  • Watch our collection of expert-led videos covering essential retirement planning topics. From short explainer videos to detailed walkthroughs of complex subjects, our video library makes learning about your financial future engaging and accessible. Perfect for visual learners or anyone who prefers to absorb information whilst on the go.
• Guides
  • Download our comprehensive step-by-step guides that walk you through key retirement planning decisions. Each guide is designed to be practical and actionable, providing clear instructions and checklists to help you tackle specific aspects of your retirement planning. Whether you’re comparing pension options, planning your investment strategy or preparing for retirement, our guides give you the structured support you need to move forward with confidence.
• News and articles
  • Stay informed with the latest retirement planning news, regulatory changes and expert commentary. Our regularly updated articles keep you abreast of developments that could affect your retirement plans, from budget announcements to pension rule changes. Each piece is written in plain English, cutting through the jargon to deliver the information that matters to you.
• Directory
  • Browse our comprehensive directory of retirement planning resources, tools and services. Whether you’re looking for specific guidance on a particular topic or exploring what’s available to support your retirement journey, our directory provides a clear overview of everything the platform offers and how to access it.