A free, personalised report forecasting your income in retirement.
Saga customers have told us their greatest concern is not having enough money to enjoy their retirement.
In fact, only 36% of those we surveyed feel confident about their income in retirement, while 20% are putting off planning their retirement for fear of making a wrong decision with their money*.
Planning for your future needn’t feel overwhelming or complicated. That’s why we’ve created our simple and intuitive Look Ahead report to help you see if you’re on track to receive the income you’d like in retirement.
*Saga Populus Poll
Giving you a clearer picture of whether or not you’re on track to receive the income you’d like
We factor in more information than most other tools out there, so we can give you more meaningful results. But we’ve also built the tool to be as quick and simple to use as possible. We’ll ask you about your final salary pensions – not just personal pensions. And we’ll ask you about income sources such as rental property and part-time work – not just standard stock-market investments.
We provide unique Saga insights that no competitor could possibly offer, including:
> Typical retirement expenditure based on real Saga members
> Helpful insights along the journey on topics including post-retirement household incomes, expenditure expectations, life expectancy, common pension pitfalls and more
We will support you in as many ways as possible throughout, and after, the journey:
> Freephone telephone number on each screen
> On-screen live messaging with a member of our team using the orange button at the bottom right hand corner of your screen
> Option to speak to website specialists, investment guidance personnel and even a highly qualified financial planner while you’re using the tool
> Free personalised report for you to keep as well as on-screen results
As well as a summary of your results, your report will include more helpful Saga insights as well as hints and tips for what steps to take next, including:
> How to make sense of the different fees your current provider might be charging you
> How to find out about enhanced annuities to get the very best income possible
> Understanding the basic differences in service types offered by investment companies and how to decide which one might be right for you
> How to start reviewing your investments and pensions