Online Retirement Planning Tools | Efficient Portfolio

Current Age

At what age do you plan to retire?

How long do you expect to live?

< 70
70-80
80-90
90-100
100+

Roughly how much do you currently have in pensions?

£ 0
£ 5.000.000

Roughly how much do you currently have in investments?

£ 0
£ 5.000.000

Roughly how much do you currently have in savings?

£ 0
£ 5.000.000

How much do you save into these annually?

What annual investment return do you expect to get from your pensions and investments?

What do you expect inflation to be?

How much annual income do you want in retirement (in today's terms)?

£ 0
£ 1.000.000

Do you need a capital lump sum at retirement in addition to this income?

£ 0
£ 1.000.000

Which of these objectives is most important to you?

Protecting your money

Getting your money to work harder for you

Which of these objectives is most important to you?

Leaving a legacy for your loved ones

Having a great life for yourself

Other than money, what is your greatest worry about retirement?

What to do
How to stay healthy
Nothing, when can I get started!

If money was no object, which would you do first?

Help loved ones more
Travel
Improve health

By completing this you are agreeing to accept our marketing. Don’t worry we won’t bombard you, you can unsubscribe at any time by sending us an email. We just want to be able to keep in touch.

IMPORTANT: You must press 'Finish' to get your 2 Minute Retirement Plan!

Cookie	Duration	Description
cookielawinfo-checbox-analytics	11 months	This cookie is set by GDPR Cookie Consent plugin. The cookie is used to store the user consent for the cookies in the category "Analytics".
cookielawinfo-checbox-functional	11 months	The cookie is set by GDPR cookie consent to record the user consent for the cookies in the category "Functional".
cookielawinfo-checbox-others	11 months	This cookie is set by GDPR Cookie Consent plugin. The cookie is used to store the user consent for the cookies in the category "Other.
cookielawinfo-checkbox-necessary	11 months	This cookie is set by GDPR Cookie Consent plugin. The cookies is used to store the user consent for the cookies in the category "Necessary".
cookielawinfo-checkbox-performance	11 months	This cookie is set by GDPR Cookie Consent plugin. The cookie is used to store the user consent for the cookies in the category "Performance".
viewed_cookie_policy	11 months	The cookie is set by the GDPR Cookie Consent plugin and is used to store whether or not user has consented to the use of cookies. It does not store any personal data.

The 2 Minute Retirement Plan

Get started on your free plan here:

More useful tools...