Free UK Pension Planning Resources
Free Pension Research & Analysis Resources
This website aims to provide FREE technical guides, research tools, blogs and calculators. We want to help develop your financial knowledge and better your understanding of retirement and pension planning. We aim to help you consider financial planning options and digest technical terms and phrases. If you’re not interested in the jargon, get in touch and we will connect you with a regulated adviser straight away!
Tools & Resources for Retirement
Our free pension research toolkit will help you search for and investigate your pensions.
We offer all the tools you need to understand your pension policies and take steps toward retirement.
Retirement Planning Calculators
Our online pension and retirement calculators produce free and downloadable tables and graphs. These can be adjusted and printed off to keep a track on your planning.
Remember, our calculators are just simple online tools. A professional financial adviser will use the latest financial analysis tools to provide a full technical and cashflow analysis.
Pension Transfer Value Calculator
Our CETV calculator has been designed to help you estimate the likely transfer value of your DB pension. Simply enter the information from your pension statement.
Our transfer value calculator doesn’t require any updated pension information. All information required should appear on any pension benefit statement you’ve received since you left pensionable service.
News & Blog
Our news and blog is regularly updated. It contains the latest news and information about international pension planning.
For more information about how professional advisory calculators work, including pension transfer specialist tools like pension transfer value calculators, TVC and APTA reports – search our blog.
International Financial Regulators
We keep an online directory of financial regulators around the world.
Check the governing body responsible for financial regulation in your region. Always conduct your own checks on any financial companies you deal with.