Provide your clients with a user-friendly cash flow modelling tool, empowering them to independently explore different retirement scenarios with ease. Your clients can instantly test different contribution levels, retirement ages, and income expectations to gain clear insights into their financial future. Clients are consistently impressed by the clarity and depth of insight the tool provides, highlighting scenarios and impacts they wouldn’t otherwise see. By enabling them to investigate their own options between meetings, you’ll enhance client engagement, improve retention, build confidence, and significantly increase overall client satisfaction.

Additionally, our innovative Ask The AI feature supports advisers by providing clients with instant answers, simplifying complex financial concepts, and highlighting key considerations they might otherwise overlook. This enables clients to feel better prepared, more confident, and equipped with insightful questions, facilitating richer and more productive conversations during your advisory sessions.

Promote your employees’ financial wellbeing by offering a premium subscription to Calculate My Pension as part of your employee benefits package. Employees will benefit from increased financial awareness, reducing stress and enhancing workplace productivity. The tool caters to staff at every career stage, offering easy-to-understand visualisations of their retirement journey. When employees can clearly see their projected outcomes, they are far more likely to recognise the value of employer pension contributions—transforming what might feel like a distant benefit into something meaningful and appreciated in the present.

Help your customers see the bigger picture—and the value of saving more. Calculate My Pension gives users a clear, personalised view of how their contributions affect their future income. When members can visualise the long-term impact of even small increases, they’re more likely to boost their contributions. This improves individual retirement outcomes and customer satisfaction, all without the need for extra communications campaigns or adviser intervention.

A better understanding leads to more confident, sustainable decisions. By exploring different retirement ages, contribution rates, and income targets, members gain insight into what’s achievable—and what trade-offs might be required. This empowers them to take control of their retirement planning, reducing uncertainty and driving greater engagement. Members who can see the difference their choices make are more likely to stay actively involved and on track.

For members already drawing down their pension, the calculator helps answer a key question: how much can I afford to take? By testing different withdrawal levels against expected fund growth and lifespan, users can quickly understand what’s sustainable and what may put their future income at risk. This supports smarter, more realistic planning, giving members greater peace of mind and helping providers reduce the risk of poor financial outcomes.

Partner with us through our affiliate programme and offer your followers a 50% discount on a premium subscription to Calculate My Pension. You’ll receive a revenue share of 10% from every paid upgrade made through your personalised discount codes, making this partnership beneficial both to you and your community. We are particularly interested in partnering with infuencers on YouTube who are also financial advisors.