Financial advisors are under increasing pressure to deliver high–quality retirement modelling while keeping advice affordable and compliant. Traditional cash-flow systems such as Voyant Go are powerful but complex, time-consuming, and costly to deploy across an entire client base. Calculate My Pension tackles this challenge directly. It provides a streamlined, retirement-focused modelling platform that is quick to learn, simple to explain, and specifically designed to reduce the cost and complexity of delivering retirement advice. Advisors can illustrate contribution strategies, retirement ages, couple planning, and sustainable drawdown in minutes, giving clients clarity without overwhelming them with technical detail.

Rather than replacing the advisor, the tool strengthens the advice conversation. Its clean, intuitive outputs help clients immediately grasp the impact of different decisions, allowing advisors to focus on the strategic interpretation that only a professional can provide. You can clearly demonstrate how small behavioural changes, such as adjusting contributions or reviewing drawdown levels, can materially improve outcomes and even bring retirement forward. This reinforces your value, supports Consumer Duty obligations, and makes your recommendations feel more tangible, relevant, and actionable to clients.

Because the platform is lightweight and highly intuitive, it reduces the time and cost required to deliver robust retirement modelling across your entire client book—from full advice cases to annual reviews. Clients consistently report that they feel they finally “understand what is going on,” which deepens trust and increases satisfaction. And for firms seeking a seamless digital experience, Calculate My Pension can be fully white-labelled, offering advisors a modern, cost-effective, and client-friendly way to deliver clarity, confidence, and better retirement decisions under their own brand.

Promote your employees’ financial wellbeing with a zero-cost, high-impact benefit that genuinely supports their long-term financial security. By offering staff a discount on the premium version of Calculate My Pension , you give employees access to a clear, intuitive retirement planning tool that helps reduce financial anxiety and improve overall wellbeing. With no cost or administrative burden for the employer, this becomes an effortless way to enhance your benefits package while demonstrating genuine commitment to employee welfare.

When employees can visualise their retirement journey and understand exactly how your contributions strengthen their financial future, they place far greater value on the pension benefits you already provide. The tool makes employer contributions feel tangible and meaningful—transforming what can seem like a distant, abstract benefit into a clear and appreciated part of everyday reward. This deeper understanding enhances the perceived value of your total compensation offering and reinforces your organisation’s investment in its people.

Supporting financial confidence also strengthens productivity, engagement and retention. Financial stress is one of the most common causes of distraction and reduced performance at work; giving employees the ability to understand and plan their retirement helps create peace of mind and empowers better financial decisions. This leads to a more focused, motivated and loyal workforce. And for employers seeking low-effort, high-impact wellbeing solutions, Calculate My Pension offers an immediate and meaningful improvement to your employee benefits package with no ongoing administrative demands.

As the Pensions Dashboard Programme moves into public access, savers will soon see all their pension pots in one place for the first time, prompting a surge in questions, comparisons and consolidation decisions. Calculate My Pension is built specifically for this moment. Our FCA-aligned retirement planning platform operates as an optional Post-View Service (PVS), providing the deeper insight, modelling and personalised projections that dashboards are not designed to deliver. By helping customers understand how their contributions, retirement ages, and withdrawal levels affect long-term income (both individually and as a couple) the tool empowers people to make confident, sustainable decisions. This reduces uncertainty and encourages behaviours such as increasing contributions or staying invested.

For pension providers, this represents a strategic opportunity to strengthen engagement and retention just as the market becomes more competitive. Customers who understand their pensions clearly are more likely to remain with the provider that helps them make sense of their data. Offering Calculate My Pension as a white-label or co-branded tool positions you as the organisation that goes beyond basic dashboard data, giving your customers the clarity they need to act. It demonstrates a commitment to transparency, digital support and better outcomes — exactly what customers will look for when they begin comparing providers or considering consolidation.

In parallel, the main Calculate My Pension site provides one of the highest-intent environments in the market for pension engagement. Users are already modelling scenarios, exploring consolidation impacts and actively planning their retirement—making this a powerful and compliant channel for provider advertising or sponsorship within the PVS environment. Whether through white-labelling, co-branding or targeted advertising, partnering with Calculate My Pension gives providers a meaningful way to support their customers, enhance Consumer Duty delivery and position themselves strongly in the coming wave of pension consolidation.

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