Retirement
No matter where you want your retirement savings to take you, it’s quick and easy to set up a pension to help you get there.
Service
Plan offers transparent pricing, a wide variety of investment products and objective third-party research to help you make sure your savings are working hard to meet your goals for retirement. We have a variety of account types available to help you stay on the right track—plus, it can be easier to manage your investments when they’re all in one place. We can help you get a holistic view of your investments and provide solutions.
Your Personalized Investment Manager
Your customized plan is selected based on your needs and is ready to adjust to the shifts in your life. Our recommendations are based on years of experience dealing with different investments and different clients. A courtesy financial review from Plan helps you to Construct a lifelong cash flow analysis, showing all the money you should receive and all the money you plan to spend in your lifetime. The calculations use prudent assumptions to protect against inflation, and use realistic returns to provide you accurate projections of the savings you need to make to reach your goals.
Benefits
Calculator
With our new calculator tool you can see if your investment plan is on track to meet your goals.
