Retirement resources

Retirement planning tool

Changing what you do every day, and how you live your life, is something that needs a lot of planning and consideration.

For many people entering into retirement, one of the hardest adjustments to make is simply learning how to structure the day, week, or year.

It might seem overwhelming at first but it might help to approach retirement planning just like you would plan if you were moving house, as there are many similar changes to consider:

  • What do you want to keep?
  • What do you want to stop?
  • What do you need to add that is new?
  • What do you want to replace?

There are many aspects of your current working life that you may like to retain and will support you through the transition to retirement. There are also some aspects you may want to change or replace. The Retirement Planning Tool has been created to help you decide how to replace or maintain the important elements in your daily life.

Download the tool

The tool will open in a new tab. From there, download it to your computer where you can type directly into it.

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